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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,171 | $140,592-42.3% | $123,105-34.1% | $125,389-35.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.80% | 16.80%-24.6pp | 13.22%-21.0pp | 282.24%-290.0pp |
| Employer contribution / active EE | $13,403 | $6,041+121.9% | $5,151+160.2% | $4,866+175.4% |
| Participant deferral / active EE | $10,691 | $6,980+53.2% | $6,229+71.6% | $5,352+99.8% |
| Admin fee / account holder | $148 | $11,198-98.7% | $9,014-98.4% | $9,541-98.5% |