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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 | $98,149 | $113,941-13.9% | $94,228+4.2% | $125,388-21.7% |
| Participation rate | 70.6% | 82.9%-12.3pp | 78.8%-8.2pp | 83.2%-12.6pp |
| Annual return | -3.65% | 5.29%-8.9pp | 10.68%-14.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,688 | $4,727-43.1% | $3,587-25.0% | $4,866-44.8% |
| Participant deferral / active EE | $6,431 | $5,179+24.2% | $4,320+48.9% | $5,352+20.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |