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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 | $37,649 | $127,096-70.4% | $105,736-64.4% | $135,380-72.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.38% | 4.49%-13.9pp | 6.27%-15.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $8,241 | $4,107+100.7% | $3,268+152.2% | $4,779+72.5% |
| Participant deferral / active EE | $5,864 | $5,064+15.8% | $4,080+43.7% | $5,609+4.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |