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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 | $85,489 | $167,352-48.9% | $143,788-40.5% | $134,509-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.52% | 0.47%-25.0pp | -0.03%-24.5pp | 418.13%-442.7pp |
| Employer contribution / active EE | $55,360 | $5,620+885.1% | $4,952+1018.0% | $4,741+1067.8% |
| Participant deferral / active EE | $15,840 | $6,447+145.7% | $5,638+180.9% | $6,400+147.5% |
| Admin fee / account holder | $183 | $18,091-99.0% | $14,675-98.8% | $11,427-98.4% |