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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 | $34,816 | $127,387-72.7% | $115,038-69.7% | $125,389-72.2% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -3.78% | 31.28%-35.1pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,649 | $5,166-48.7% | $4,608-42.5% | $4,866-45.6% |
| Participant deferral / active EE | $6,579 | $6,423+2.4% | $6,026+9.2% | $5,352+22.9% |
| Admin fee / account holder | $214 | $9,516-97.7% | $8,175-97.4% | $9,541-97.8% |