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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 | $24,972 | $77,816-67.9% | $123,552-79.8% | $64,173-61.1% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -10.70% | 12.49%-23.2pp | 119.20%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $3,003 | $3,014-0.4% | $4,628-35.1% | $2,381+26.1% |
| Participant deferral / active EE | $5,411 | $5,240+3.3% | $6,426-15.8% | $3,470+55.9% |
| Admin fee / account holder | $175 | $5,519-96.8% | $9,285-98.1% | $4,887-96.4% |