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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 | $85,177 | $78,694+8.2% | $67,652+25.9% | $125,389-32.1% |
| Participation rate | 78.9% | 78.8%+0.1pp | 75.7%+3.3pp | 83.2%-4.2pp |
| Annual return | -4.42% | 9.46%-13.9pp | 6625.40%-6629.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,368 | $3,044-22.2% | $2,266+4.5% | $4,866-51.3% |
| Participant deferral / active EE | $6,326 | $4,292+47.4% | $3,560+77.7% | $5,352+18.2% |
| Admin fee / account holder | $230 | $7,403-96.9% | $4,821-95.2% | $9,541-97.6% |