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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 | $56,433 | $211,946-73.4% | $169,452-66.7% | $135,380-58.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.82% | 3.26%-16.1pp | 1.83%-14.7pp | 519.81%-532.6pp |
| Employer contribution / active EE | $6,250 | $5,117+22.1% | $4,157+50.4% | $4,779+30.8% |
| Participant deferral / active EE | $19,250 | $6,075+216.8% | $5,277+264.8% | $5,609+243.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |