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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 | $173,756 | $167,352+3.8% | $143,788+20.8% | $134,509+29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.72% | 0.47%-23.2pp | -0.03%-22.7pp | 418.13%-440.9pp |
| Employer contribution / active EE | $2,571 | $5,620-54.3% | $4,952-48.1% | $4,741-45.8% |
| Participant deferral / active EE | $9,041 | $6,447+40.2% | $5,638+60.4% | $6,400+41.3% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |