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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 | $123,713 | $131,835-6.2% | $108,582+13.9% | $273,972-54.8% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 0.84% | -91.57%+92.4pp | -51.70%+52.5pp | 41.46%-40.6pp |
| Employer contribution / active EE | $3,956 | $4,913-19.5% | $3,758+5.3% | $4,869-18.7% |
| Participant deferral / active EE | $8,069 | $5,127+57.4% | $4,311+87.2% | $5,287+52.6% |
| Admin fee / account holder | $111 | $10,253-98.9% | $7,645-98.5% | $10,133-98.9% |