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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 | $24,540 | $58,600-58.1% | $83,327-70.6% | $64,173-61.8% |
| Participation rate | 74.0% | 72.0%+2.0pp | 77.8%-3.8pp | 69.6%+4.4pp |
| Annual return | -12.38% | 9.66%-22.0pp | 10.64%-23.0pp | 7.63%-20.0pp |
| Employer contribution / active EE | $3,189 | $2,098+52.0% | $3,379-5.6% | $2,381+33.9% |
| Participant deferral / active EE | $5,209 | $4,656+11.9% | $5,565-6.4% | $3,470+50.1% |
| Admin fee / account holder | $133 | $9,282-98.6% | $7,540-98.2% | $4,887-97.3% |