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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 | $53,542 | $63,953-16.3% | $54,726-2.2% | $135,379-60.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -10.97% | -5.77%-5.2pp | -4.56%-6.4pp | 519.79%-530.8pp |
| Employer contribution / active EE | $5,600 | $4,256+31.6% | $3,449+62.3% | $4,779+17.2% |
| Participant deferral / active EE | $10,825 | $4,810+125.0% | $3,953+173.8% | $5,609+93.0% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,828-100.0% |