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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 | $38,063 | $134,001-71.6% | $112,258-66.1% | $134,509-71.7% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -22.76% | 47.15%-69.9pp | 27.47%-50.2pp | 418.13%-440.9pp |
| Employer contribution / active EE | $4,758 | $4,039+17.8% | $3,636+30.9% | $4,741+0.4% |
| Participant deferral / active EE | $10,373 | $5,291+96.0% | $4,728+119.4% | $6,400+62.1% |
| Admin fee / account holder | $18 | $7,491-99.8% | $6,411-99.7% | $11,427-99.8% |