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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 | $90,700 | $140,592-35.5% | $123,106-26.3% | $125,388-27.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.37% | 16.80%-23.2pp | 13.22%-19.6pp | 282.24%-288.6pp |
| Employer contribution / active EE | $16,778 | $6,041+177.7% | $5,151+225.7% | $4,866+244.8% |
| Participant deferral / active EE | $10,377 | $6,980+48.7% | $6,229+66.6% | $5,352+93.9% |
| Admin fee / account holder | $119 | $11,198-98.9% | $9,015-98.7% | $9,541-98.8% |