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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 | $64,799 | $131,835-50.8% | $108,582-40.3% | $273,972-76.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 1.77% | -91.57%+93.3pp | -51.70%+53.5pp | 41.46%-39.7pp |
| Employer contribution / active EE | $6,633 | $4,913+35.0% | $3,758+76.5% | $4,869+36.2% |
| Participant deferral / active EE | $6,340 | $5,127+23.6% | $4,311+47.1% | $5,287+19.9% |
| Admin fee / account holder | $276 | $10,253-97.3% | $7,645-96.4% | $10,133-97.3% |