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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 | $99,492 | $43,075+131.0% | $74,577+33.4% | $62,881+58.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -6.43% | 17.50%-23.9pp | 20.47%-26.9pp | 20.14%-26.6pp |
| Employer contribution / active EE | $3,333 | $1,498+122.6% | $2,525+32.0% | $2,281+46.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |