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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 | $103,239 | $140,592-26.6% | $123,106-16.1% | $125,388-17.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.20% | 16.80%-22.0pp | 13.22%-18.4pp | 282.24%-287.4pp |
| Employer contribution / active EE | $10,578 | $6,041+75.1% | $5,151+105.4% | $4,866+117.4% |
| Participant deferral / active EE | $12,850 | $6,980+84.1% | $6,229+106.3% | $5,352+140.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |