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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 | $29,402 | $127,386-76.9% | $115,037-74.4% | $125,393-76.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -12.24% | 31.28%-43.5pp | 26.14%-38.4pp | 282.23%-294.5pp |
| Employer contribution / active EE | $11,704 | $5,166+126.6% | $4,608+154.0% | $4,866+140.5% |
| Participant deferral / active EE | $12,529 | $6,423+95.1% | $6,026+107.9% | $5,351+134.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |