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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 | $101,161 | $108,212-6.5% | $77,513+30.5% | $158,966-36.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -10.22% | 31.67%-41.9pp | 54.81%-65.0pp | 302.95%-313.2pp |
| Employer contribution / active EE | $1,774 | $1,325+33.9% | $987+79.8% | $4,762-62.8% |
| Participant deferral / active EE | $2,958 | $2,455+20.5% | $1,861+59.0% | $5,983-50.6% |
| Admin fee / account holder | $260 | $3,709-93.0% | $2,859-90.9% | $11,250-97.7% |