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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 | $25,736 | $127,387-79.8% | $115,038-77.6% | $125,389-79.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.82% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $4,350 | $5,166-15.8% | $4,608-5.6% | $4,866-10.6% |
| Participant deferral / active EE | $9,646 | $6,423+50.2% | $6,026+60.1% | $5,352+80.2% |
| Admin fee / account holder | $126 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |