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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 | $68,642 | $77,816-11.8% | $123,552-44.4% | $64,173+7.0% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -10.80% | 12.49%-23.3pp | 119.20%-130.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $13,843 | $3,014+359.3% | $4,628+199.1% | $2,381+481.4% |
| Participant deferral / active EE | $11,500 | $5,240+119.5% | $6,426+79.0% | $3,470+231.4% |
| Admin fee / account holder | $14 | $5,519-99.7% | $9,285-99.9% | $4,887-99.7% |