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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 | $31,604 | $50,947-38.0% | $74,551-57.6% | $64,173-50.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -10.37% | -1.85%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $4,225 | $1,115+278.8% | $1,961+115.4% | $2,381+77.5% |
| Participant deferral / active EE | $3,479 | $2,302+51.2% | $3,108+11.9% | $3,470+0.3% |
| Admin fee / account holder | $178 | $4,221-95.8% | $5,059-96.5% | $4,887-96.4% |