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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 | $24,885 | $127,387-80.5% | $115,038-78.4% | $125,389-80.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -4.72% | 31.28%-36.0pp | 26.14%-30.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $3,987 | $5,166-22.8% | $4,608-13.5% | $4,866-18.1% |
| Participant deferral / active EE | $7,538 | $6,423+17.4% | $6,026+25.1% | $5,352+40.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |