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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 | $111,334 | $101,752+9.4% | $164,928-32.5% | $80,911+37.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -1.92% | 16.73%-18.6pp | 70.08%-72.0pp | 35.63%-37.6pp |
| Employer contribution / active EE | $6,023 | $2,953+103.9% | $4,343+38.7% | $2,756+118.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $8,218-100.0% | $12,684-100.0% | $6,935-100.0% |