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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 | $154,213 | $142,392+8.3% | $119,622+28.9% | $134,532+14.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.82% | -12.46%-10.4pp | -14.98%-7.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $5,408 | $5,224+3.5% | $4,232+27.8% | $4,741+14.1% |
| Participant deferral / active EE | $10,530 | $6,467+62.8% | $5,601+88.0% | $6,401+64.5% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |