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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 | $89,053 | $81,870+8.8% | $119,634-25.6% | $68,490+30.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.63% | -23.82%+4.2pp | -14.98%-4.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $8,909 | $2,692+231.0% | $4,232+110.5% | $2,597+243.1% |
| Participant deferral / active EE | $6,270 | $4,148+51.2% | $5,601+11.9% | $4,028+55.7% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |