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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 | $62,296 | $77,817-19.9% | $123,553-49.6% | $64,173-2.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.80% | 12.49%-21.3pp | 119.21%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,278 | $3,014+41.9% | $4,628-7.6% | $2,381+79.7% |
| Participant deferral / active EE | $5,666 | $5,240+8.1% | $6,426-11.8% | $3,470+63.3% |
| Admin fee / account holder | $201 | $5,519-96.4% | $9,284-97.8% | $4,887-95.9% |