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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 | $186,640 | $82,324+126.7% | $68,803+171.3% | $134,545+38.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.66% | -2.17%-21.5pp | -6.37%-17.3pp | 418.37%-442.0pp |
| Employer contribution / active EE | $11,635 | $3,302+252.4% | $2,656+338.1% | $4,742+145.4% |
| Participant deferral / active EE | $10,007 | $4,740+111.1% | $3,942+153.9% | $6,401+56.3% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |