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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 | $70,650 | $95,188-25.8% | $76,518-7.7% | $135,379-47.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -15.73% | 4.85%-20.6pp | -0.27%-15.5pp | 519.79%-535.5pp |
| Employer contribution / active EE | $3,239 | $3,303-1.9% | $2,647+22.4% | $4,779-32.2% |
| Participant deferral / active EE | $8,327 | $4,640+79.5% | $3,836+117.1% | $5,609+48.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |