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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 | $53,949 | $67,602-20.2% | $82,312-34.5% | $70,126-23.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -13.37% | 21.57%-34.9pp | 25.88%-39.3pp | 73.15%-86.5pp |
| Employer contribution / active EE | $10,863 | $1,755+519.0% | $2,428+347.3% | $2,343+363.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $210 | $4,512-95.3% | $5,608-96.3% | $4,645-95.5% |