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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 | $126,359 | $112,729+12.1% | $98,716+28.0% | $137,256-7.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -4.44% | 38.48%-42.9pp | 31.81%-36.2pp | 220.34%-224.8pp |
| Employer contribution / active EE | $2,264 | $2,725-16.9% | $2,279-0.7% | $4,156-45.5% |
| Participant deferral / active EE | $15,500 | $4,640+234.0% | $4,048+282.9% | $6,407+141.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |