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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 | $32,024 | $211,946-84.9% | $169,452-81.1% | $135,380-76.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.10% | 3.26%-14.4pp | 1.83%-12.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $12,303 | $5,117+140.4% | $4,157+196.0% | $4,779+157.5% |
| Participant deferral / active EE | $8,426 | $6,075+38.7% | $5,277+59.7% | $5,609+50.2% |
| Admin fee / account holder | $124 | $11,472-98.9% | $9,110-98.6% | $10,828-98.9% |