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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 | $63,640 | $167,352-62.0% | $143,788-55.7% | $134,509-52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.37% | 0.47%-24.8pp | -0.03%-24.3pp | 418.13%-442.5pp |
| Employer contribution / active EE | $8,715 | $5,620+55.1% | $4,952+76.0% | $4,741+83.8% |
| Participant deferral / active EE | $7,885 | $6,447+22.3% | $5,638+39.8% | $6,400+23.2% |
| Admin fee / account holder | $140 | $18,091-99.2% | $14,675-99.0% | $11,427-98.8% |