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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 | $47,968 | $181,896-73.6% | $156,551-69.4% | $273,972-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.87% | 30.74%-31.6pp | 32.23%-33.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $10,992 | $6,248+75.9% | $5,501+99.8% | $4,869+125.8% |
| Participant deferral / active EE | $15,153 | $5,550+173.0% | $4,871+211.1% | $5,287+186.6% |
| Admin fee / account holder | $124 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |