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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 | $133,320 | $118,496+12.5% | $98,461+35.4% | $139,466-4.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -3.32% | 18.96%-22.3pp | 21.17%-24.5pp | 373.66%-377.0pp |
| Employer contribution / active EE | $1,366 | $3,611-62.2% | $3,049-55.2% | $4,754-71.3% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $256 | $14,056-98.2% | $8,961-97.1% | $11,409-97.8% |