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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 | $92,168 | $140,592-34.4% | $123,105-25.1% | $125,389-26.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -5.03% | 16.80%-21.8pp | 13.22%-18.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $2,726 | $6,041-54.9% | $5,151-47.1% | $4,866-44.0% |
| Participant deferral / active EE | $5,354 | $6,980-23.3% | $6,229-14.0% | $5,352+0.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |