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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 | $128,709 | $131,835-2.4% | $108,582+18.5% | $273,972-53.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 0.01% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,667 | $4,913-66.1% | $3,758-55.7% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |