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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 | $22,567 | $97,020-76.7% | $83,322-72.9% | $135,379-83.3% |
| Participation rate | 86.4% | 80.4%+6.0pp | 77.8%+8.6pp | 82.6%+3.7pp |
| Annual return | -12.96% | 12.31%-25.3pp | 10.64%-23.6pp | 519.79%-532.7pp |
| Employer contribution / active EE | $2,069 | $4,144-50.1% | $3,379-38.8% | $4,779-56.7% |
| Participant deferral / active EE | $4,151 | $5,964-30.4% | $5,565-25.4% | $5,609-26.0% |
| Admin fee / account holder | $147 | $8,426-98.3% | $7,540-98.1% | $10,828-98.6% |