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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 | $152,307 | $71,878+111.9% | $86,698+75.7% | $68,486+122.4% |
| Participation rate | 84.8% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -19.53% | 3.53%-23.1pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,872 | $2,173-13.9% | $2,837-34.0% | $2,597-27.9% |
| Participant deferral / active EE | $9,361 | $3,779+147.7% | $4,656+101.0% | $4,028+132.4% |
| Admin fee / account holder | $137 | $6,113-97.8% | $7,493-98.2% | $5,404-97.5% |