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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 | $54,680 | $167,533-67.4% | $151,645-63.9% | $134,545-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.27% | 7.81%-32.1pp | 3.34%-27.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $11,738 | $6,828+71.9% | $6,165+90.4% | $4,742+147.5% |
| Participant deferral / active EE | $10,977 | $8,985+22.2% | $8,363+31.3% | $6,401+71.5% |
| Admin fee / account holder | $50 | $13,781-99.6% | $11,614-99.6% | $11,431-99.6% |