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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 | $83,324 | $140,592-40.7% | $123,105-32.3% | $125,389-33.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -10.80% | 16.80%-27.6pp | 13.22%-24.0pp | 282.24%-293.0pp |
| Employer contribution / active EE | $18,305 | $6,041+203.0% | $5,151+255.4% | $4,866+276.2% |
| Participant deferral / active EE | $12,870 | $6,980+84.4% | $6,229+106.6% | $5,352+140.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |