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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 | $103,968 | $212,386-51.0% | $199,883-48.0% | $138,895-25.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | -36.79% | 47.75%-84.5pp | 43.81%-80.6pp | 145.39%-182.2pp |
| Employer contribution / active EE | $3,139 | $6,625-52.6% | $6,261-49.9% | $4,194-25.2% |
| Participant deferral / active EE | $15,692 | $9,617+63.2% | $9,138+71.7% | $6,396+145.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |