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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 | $64,391 | $167,533-61.6% | $151,645-57.5% | $134,545-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.93% | 7.81%-30.7pp | 3.34%-26.3pp | 418.37%-441.3pp |
| Employer contribution / active EE | $5,182 | $6,828-24.1% | $6,165-16.0% | $4,742+9.3% |
| Participant deferral / active EE | $15,769 | $8,985+75.5% | $8,363+88.6% | $6,401+146.3% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |