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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 | $48,176 | $127,386-62.2% | $115,037-58.1% | $125,393-61.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.10% | 31.28%-35.4pp | 26.14%-30.2pp | 282.23%-286.3pp |
| Employer contribution / active EE | $7,477 | $5,166+44.7% | $4,608+62.3% | $4,866+53.7% |
| Participant deferral / active EE | $9,609 | $6,423+49.6% | $6,026+59.4% | $5,351+79.5% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |