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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 | $40,542 | $62,589-35.2% | $76,768-47.2% | $64,173-36.8% |
| Participation rate | 77.4% | 72.8%+4.5pp | 77.0%+0.4pp | 69.6%+7.8pp |
| Annual return | -9.34% | -1.95%-7.4pp | 2.43%-11.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,365 | $1,832-25.5% | $2,485-45.1% | $2,381-42.7% |
| Participant deferral / active EE | $4,176 | $3,145+32.8% | $3,852+8.4% | $3,470+20.3% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |