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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 | $68,529 | $127,387-46.2% | $115,038-40.4% | $125,389-45.3% |
| Participation rate | 79.2% | 84.2%-5.0pp | 81.4%-2.2pp | 83.2%-4.0pp |
| Annual return | -3.85% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $4,490 | $5,166-13.1% | $4,608-2.5% | $4,866-7.7% |
| Participant deferral / active EE | $7,296 | $6,423+13.6% | $6,026+21.1% | $5,352+36.3% |
| Admin fee / account holder | $83 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |