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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 | $57,687 | $167,362-65.5% | $143,799-59.9% | $134,532-57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.20% | 0.47%-28.7pp | -0.04%-28.2pp | 418.27%-446.5pp |
| Employer contribution / active EE | $1,540 | $5,620-72.6% | $4,952-68.9% | $4,741-67.5% |
| Participant deferral / active EE | $10,938 | $6,447+69.6% | $5,638+94.0% | $6,401+70.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |