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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 | $88,601 | $72,177+22.8% | $115,038-23.0% | $59,633+48.6% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | -3.28% | 12.02%-15.3pp | 26.14%-29.4pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $3,423 | $2,841+20.5% | $4,608-25.7% | $2,203+55.4% |
| Participant deferral / active EE | $10,961 | $4,783+129.2% | $6,026+81.9% | $3,192+243.4% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |