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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 | $111,337 | $81,233+37.1% | $155,567-28.4% | $80,874+37.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | -3.00% | 33.33%-36.3pp | 64.74%-67.7pp | 35.62%-38.6pp |
| Employer contribution / active EE | $2,297 | $3,101-25.9% | $4,674-50.9% | $2,756-16.7% |
| Participant deferral / active EE | $8,332 | $3,452+141.3% | $5,628+48.0% | $4,297+93.9% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |