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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 | $79,671 | $167,353-52.4% | $143,797-44.6% | $134,545-40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.39% | 0.48%-24.9pp | -0.04%-24.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $8,435 | $5,620+50.1% | $4,952+70.3% | $4,742+77.9% |
| Participant deferral / active EE | $5,365 | $6,447-16.8% | $5,638-4.8% | $6,401-16.2% |
| Admin fee / account holder | $103 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |