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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 | $134,123 | $106,115+26.4% | $85,969+56.0% | $125,389+7.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.44% | 13.93%-18.4pp | 9.32%-13.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $3,332 | $4,537-26.6% | $3,474-4.1% | $4,866-31.5% |
| Participant deferral / active EE | $10,400 | $4,859+114.0% | $3,829+171.6% | $5,352+94.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |