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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 | $9,709 | $82,324-88.2% | $68,803-85.9% | $134,545-92.8% |
| Participation rate | 77.3% | 75.1%+2.2pp | 69.0%+8.3pp | 81.2%-4.0pp |
| Annual return | -26.91% | -2.17%-24.7pp | -6.37%-20.5pp | 418.37%-445.3pp |
| Employer contribution / active EE | $1,778 | $3,302-46.1% | $2,656-33.0% | $4,742-62.5% |
| Participant deferral / active EE | $3,934 | $4,740-17.0% | $3,942-0.2% | $6,401-38.5% |
| Admin fee / account holder | $66 | $6,485-99.0% | $4,936-98.7% | $11,431-99.4% |