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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 | $45,354 | $107,809-57.9% | $90,657-50.0% | $135,379-66.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.99% | -0.90%-11.1pp | 1.89%-13.9pp | 519.79%-531.8pp |
| Employer contribution / active EE | $7,303 | $3,018+142.0% | $2,532+188.5% | $4,779+52.8% |
| Participant deferral / active EE | $3,738 | $3,872-3.5% | $3,424+9.2% | $5,609-33.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |