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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 | $208,605 | $127,387+63.8% | $115,038+81.3% | $125,389+66.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -13.98% | 31.28%-45.3pp | 26.14%-40.1pp | 282.24%-296.2pp |
| Employer contribution / active EE | $7,449 | $5,166+44.2% | $4,608+61.7% | $4,866+53.1% |
| Participant deferral / active EE | $4,888 | $6,423-23.9% | $6,026-18.9% | $5,352-8.7% |
| Admin fee / account holder | $181 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |