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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 | $102,098 | $67,411+51.5% | $91,004+12.2% | $70,126+45.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 3.54% | -40.16%+43.7pp | 4.60%-1.1pp | 73.15%-69.6pp |
| Employer contribution / active EE | $7,386 | $1,786+313.6% | $2,456+200.8% | $2,343+215.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $281 | $4,236-93.4% | $5,417-94.8% | $4,645-93.9% |