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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 | $171,959 | $99,345+73.1% | $84,753+102.9% | $273,972-37.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.81% | 22.93%-24.7pp | 22.78%-24.6pp | 41.46%-43.3pp |
| Employer contribution / active EE | $3,945 | $4,214-6.4% | $3,574+10.4% | $4,869-19.0% |
| Participant deferral / active EE | $10,427 | $4,270+144.2% | $3,712+180.9% | $5,287+97.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |