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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 | $99,785 | $167,362-40.4% | $143,799-30.6% | $134,532-25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.40% | 0.47%-21.9pp | -0.04%-21.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $5,931 | $5,620+5.5% | $4,952+19.8% | $4,741+25.1% |
| Participant deferral / active EE | $5,333 | $6,447-17.3% | $5,638-5.4% | $6,401-16.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |