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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 | $70,144 | $92,219-23.9% | $76,767-8.6% | $135,380-48.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.83% | 5.46%-16.3pp | 2.43%-13.3pp | 519.81%-530.6pp |
| Employer contribution / active EE | $3,468 | $3,216+7.8% | $2,485+39.5% | $4,779-27.4% |
| Participant deferral / active EE | $4,238 | $4,508-6.0% | $3,852+10.0% | $5,609-24.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |