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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 | $106,403 | $167,522-36.5% | $151,639-29.8% | $134,532-20.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.36% | 7.81%-32.2pp | 3.34%-27.7pp | 418.27%-442.6pp |
| Employer contribution / active EE | $18,061 | $6,828+164.5% | $6,165+193.0% | $4,741+280.9% |
| Participant deferral / active EE | $14,443 | $8,986+60.7% | $8,363+72.7% | $6,401+125.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |