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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 | $117,424 | $167,533-29.9% | $151,645-22.6% | $134,545-12.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.07% | 7.81%-30.9pp | 3.34%-26.4pp | 418.37%-441.4pp |
| Employer contribution / active EE | $17,582 | $6,828+157.5% | $6,165+185.2% | $4,742+270.8% |
| Participant deferral / active EE | $13,067 | $8,985+45.4% | $8,363+56.3% | $6,401+104.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |