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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 | $21,910 | $211,946-89.7% | $169,452-87.1% | $135,380-83.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.21% | 3.26%-17.5pp | 1.83%-16.0pp | 519.81%-534.0pp |
| Employer contribution / active EE | $2,563 | $5,117-49.9% | $4,157-38.3% | $4,779-46.4% |
| Participant deferral / active EE | $7,565 | $6,075+24.5% | $5,277+43.4% | $5,609+34.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |