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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 | $22,310 | $83,908-73.4% | $68,509-67.4% | $125,389-82.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -4.43% | 14.48%-18.9pp | 8.27%-12.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $3,689 | $3,031+21.7% | $2,278+62.0% | $4,866-24.2% |
| Participant deferral / active EE | $4,381 | $4,125+6.2% | $3,382+29.5% | $5,352-18.1% |
| Admin fee / account holder | $120 | $8,982-98.7% | $5,275-97.7% | $9,541-98.7% |