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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 | $108,446 | $167,522-35.3% | $151,639-28.5% | $134,532-19.4% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | -23.71% | 7.81%-31.5pp | 3.34%-27.1pp | 418.27%-442.0pp |
| Employer contribution / active EE | $25,894 | $6,828+279.2% | $6,165+320.0% | $4,741+446.2% |
| Participant deferral / active EE | $21,430 | $8,986+138.5% | $8,363+156.2% | $6,401+234.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |