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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 | $56,915 | $90,590-37.2% | $90,782-37.3% | $135,379-58.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -9.21% | -3.40%-5.8pp | -3.42%-5.8pp | 519.79%-529.0pp |
| Employer contribution / active EE | $4,616 | $4,352+6.0% | $4,105+12.4% | $4,779-3.4% |
| Participant deferral / active EE | $6,923 | $5,407+28.0% | $5,366+29.0% | $5,609+23.4% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |