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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 | $71,390 | $91,037-21.6% | $71,671-0.4% | $147,586-51.6% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | -5.40% | 20.48%-25.9pp | 20.65%-26.0pp | 578.59%-584.0pp |
| Employer contribution / active EE | $4,734 | $3,327+42.3% | $2,460+92.5% | $4,876-2.9% |
| Participant deferral / active EE | $10,500 | $4,498+133.4% | $3,438+205.4% | $5,439+93.1% |
| Admin fee / account holder | $136 | $8,613-98.4% | $5,558-97.5% | $10,886-98.7% |