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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 | $36,356 | $54,380-33.1% | $68,509-46.9% | $59,633-39.0% |
| Participation rate | 81.3% | 70.2%+11.1pp | 74.7%+6.5pp | 68.7%+12.6pp |
| Annual return | -5.42% | 2.83%-8.3pp | 8.27%-13.7pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $1,223 | $1,539-20.5% | $2,278-46.3% | $2,203-44.5% |
| Participant deferral / active EE | $2,601 | $2,643-1.6% | $3,382-23.1% | $3,192-18.5% |
| Admin fee / account holder | $297 | $3,885-92.3% | $5,275-94.4% | $4,297-93.1% |