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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 | $53,085 | $115,911-54.2% | $100,530-47.2% | $158,950-66.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.95% | 34.80%-36.7pp | 30.89%-32.8pp | 302.91%-304.9pp |
| Employer contribution / active EE | $7,464 | $4,104+81.9% | $3,418+118.4% | $4,762+56.8% |
| Participant deferral / active EE | $10,223 | $6,676+53.1% | $6,271+63.0% | $5,983+70.9% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |