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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 | $140,378 | $115,917+21.1% | $100,535+39.6% | $158,982-11.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -4.74% | 34.80%-39.5pp | 30.90%-35.6pp | 302.99%-307.7pp |
| Employer contribution / active EE | $4,001 | $4,105-2.5% | $3,419+17.0% | $4,763-16.0% |
| Participant deferral / active EE | $4,000 | $6,677-40.1% | $6,271-36.2% | $5,983-33.1% |
| Admin fee / account holder | $170 | $11,002-98.5% | $8,085-97.9% | $11,252-98.5% |