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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 | $107,530 | $113,941-5.6% | $94,229+14.1% | $125,389-14.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.67% | 5.29%-10.0pp | 10.68%-15.4pp | 282.24%-286.9pp |
| Employer contribution / active EE | $8,444 | $4,727+78.6% | $3,587+135.4% | $4,866+73.5% |
| Participant deferral / active EE | $11,867 | $5,179+129.1% | $4,320+174.7% | $5,352+121.7% |
| Admin fee / account holder | $42 | $8,392-99.5% | $6,269-99.3% | $9,541-99.6% |