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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 | $81,331+36.9% | $155,534-28.4% | $80,935+37.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | -3.00% | 33.37%-36.4pp | 64.92%-67.9pp | 35.66%-38.7pp |
| Employer contribution / active EE | $2,297 | $3,105-26.0% | $4,675-50.9% | $2,757-16.7% |
| Participant deferral / active EE | $8,332 | $3,454+141.2% | $5,630+48.0% | $4,299+93.8% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |