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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 | $29,318 | $140,578-79.1% | $100,671-70.9% | $125,388-76.6% |
| Participation rate | 71.4% | 80.4%-9.0pp | 70.7%+0.7pp | 83.2%-11.8pp |
| Annual return | -3.74% | 24.67%-28.4pp | 20.43%-24.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $8,275 | $5,965+38.7% | $4,012+106.2% | $4,866+70.0% |
| Participant deferral / active EE | $6,744 | $3,981+69.4% | $3,144+114.5% | $5,352+26.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |