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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 | $61,085 | $50,947+19.9% | $74,549-18.1% | $64,173-4.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.28% | -1.85%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,362 | $1,115+22.1% | $1,961-30.6% | $2,381-42.8% |
| Participant deferral / active EE | $5,419 | $2,302+135.5% | $3,108+74.4% | $3,470+56.2% |
| Admin fee / account holder | $124 | $4,221-97.1% | $5,059-97.6% | $4,887-97.5% |