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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 | $131,279 | $127,387+3.1% | $115,038+14.1% | $125,389+4.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.65% | 31.28%-34.9pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $24,512 | $5,166+374.5% | $4,608+432.0% | $4,866+403.7% |
| Participant deferral / active EE | $2,000 | $6,423-68.9% | $6,026-66.8% | $5,352-62.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |