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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 | $47,638 | $106,115-55.1% | $85,969-44.6% | $125,389-62.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -5.19% | 13.93%-19.1pp | 9.32%-14.5pp | 282.24%-287.4pp |
| Employer contribution / active EE | $4,280 | $4,537-5.7% | $3,474+23.2% | $4,866-12.0% |
| Participant deferral / active EE | $12,185 | $4,859+150.8% | $3,829+218.2% | $5,352+127.7% |
| Admin fee / account holder | $265 | $8,144-96.8% | $6,053-95.6% | $9,541-97.2% |