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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 | $46,838 | $167,362-72.0% | $143,799-67.4% | $134,532-65.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.78% | 0.47%-29.3pp | -0.04%-28.7pp | 418.27%-447.0pp |
| Employer contribution / active EE | $5,970 | $5,620+6.2% | $4,952+20.6% | $4,741+25.9% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.3% |
| Admin fee / account holder | $192 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |