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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 | $39,551 | $81,504-51.5% | $102,437-61.4% | $80,959-51.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -14.68% | 25.60%-40.3pp | 24.95%-39.6pp | 35.67%-50.3pp |
| Employer contribution / active EE | $6,430 | $3,104+107.2% | $3,871+66.1% | $2,757+133.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10 | $6,719-99.9% | $8,388-99.9% | $6,925-99.9% |