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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 | $157,481 | $158,852-0.9% | $121,220+29.9% | $135,379+16.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.09% | -0.64%-9.5pp | 16.94%-27.0pp | 519.79%-529.9pp |
| Employer contribution / active EE | $10,229 | $5,666+80.5% | $4,023+154.3% | $4,779+114.0% |
| Participant deferral / active EE | $7,244 | $4,006+80.9% | $3,345+116.6% | $5,609+29.2% |
| Admin fee / account holder | $54 | $6,515-99.2% | $5,021-98.9% | $10,828-99.5% |