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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 | $104,345 | $99,345+5.0% | $84,753+23.1% | $273,972-61.9% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | -2.24% | 22.93%-25.2pp | 22.78%-25.0pp | 41.46%-43.7pp |
| Employer contribution / active EE | $11,364 | $4,214+169.7% | $3,574+217.9% | $4,869+133.4% |
| Participant deferral / active EE | $1,828 | $4,270-57.2% | $3,712-50.8% | $5,287-65.4% |
| Admin fee / account holder | $93 | $6,645-98.6% | $5,333-98.2% | $10,133-99.1% |