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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 | $53,148 | $99,032-46.3% | $80,022-33.6% | $135,379-60.7% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -13.98% | 15.39%-29.4pp | 11.22%-25.2pp | 519.79%-533.8pp |
| Employer contribution / active EE | $3,361 | $3,043+10.4% | $2,468+36.2% | $4,779-29.7% |
| Participant deferral / active EE | $9,108 | $4,282+112.7% | $3,686+147.1% | $5,609+62.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |