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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 | $224,761 | $94,439+138.0% | $73,658+205.1% | $154,746+45.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -9.27% | 28.25%-37.5pp | 29.72%-39.0pp | 172.34%-181.6pp |
| Employer contribution / active EE | $806 | $1,257-35.9% | $1,032-21.9% | $4,379-81.6% |
| Participant deferral / active EE | $3,222 | $2,527+27.5% | $2,062+56.2% | $6,730-52.1% |
| Admin fee / account holder | $8 | $3,843-99.8% | $3,357-99.8% | $14,365-99.9% |