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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 | $65,209 | $115,917-43.7% | $100,535-35.1% | $158,982-59.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -4.20% | 34.80%-39.0pp | 30.90%-35.1pp | 302.99%-307.2pp |
| Employer contribution / active EE | $1,367 | $4,105-66.7% | $3,419-60.0% | $4,763-71.3% |
| Participant deferral / active EE | $2,099 | $6,677-68.6% | $6,271-66.5% | $5,983-64.9% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |