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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 | $198,828 | $103,392+92.3% | $87,104+128.3% | $152,897+30.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -13.86% | 28.10%-42.0pp | 28.19%-42.0pp | 345.43%-359.3pp |
| Employer contribution / active EE | $2,233 | $3,221-30.7% | $2,521-11.5% | $4,764-53.1% |
| Participant deferral / active EE | $5,139 | $4,778+7.5% | $4,048+26.9% | $5,851-12.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |