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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 | $17,320 | $42,383-59.1% | $76,518-77.4% | $64,173-73.0% |
| Participation rate | 96.0% | 58.1%+37.9pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | -10.10% | -16.54%+6.4pp | -0.27%-9.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,892 | $1,563+21.0% | $2,647-28.5% | $2,381-20.5% |
| Participant deferral / active EE | $3,283 | $2,566+27.9% | $3,836-14.4% | $3,470-5.4% |
| Admin fee / account holder | $293 | $3,198-90.8% | $4,849-93.9% | $4,887-94.0% |