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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 | $46,472 | $162,812-71.5% | $133,971-65.3% | $158,966-70.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -17.69% | 41.94%-59.6pp | 45.09%-62.8pp | 302.95%-320.6pp |
| Employer contribution / active EE | $5,527 | $4,976+11.1% | $3,919+41.0% | $4,762+16.1% |
| Participant deferral / active EE | $16,024 | $5,910+171.1% | $5,047+217.5% | $5,983+167.8% |
| Admin fee / account holder | $7 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |