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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 | $26,497 | $127,387-79.2% | $115,038-77.0% | $125,389-78.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -4.56% | 31.28%-35.8pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,560 | $5,166-50.4% | $4,608-44.4% | $4,866-47.4% |
| Participant deferral / active EE | $6,466 | $6,423+0.7% | $6,026+7.3% | $5,352+20.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |