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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 | $98,236 | $133,998-26.7% | $112,263-12.5% | $134,545-27.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -31.15% | 47.17%-78.3pp | 27.49%-58.6pp | 418.37%-449.5pp |
| Employer contribution / active EE | $4,917 | $4,040+21.7% | $3,636+35.2% | $4,742+3.7% |
| Participant deferral / active EE | $14,991 | $5,292+183.3% | $4,729+217.0% | $6,401+134.2% |
| Admin fee / account holder | $53 | $7,493-99.3% | $6,410-99.2% | $11,431-99.5% |