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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 | $77,299 | $153,769-49.7% | $133,975-42.3% | $273,972-71.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | -2.00% | 36.51%-38.5pp | 29.29%-31.3pp | 41.46%-43.5pp |
| Employer contribution / active EE | $1,886 | $6,029-68.7% | $5,211-63.8% | $4,869-61.3% |
| Participant deferral / active EE | $4,456 | $6,958-36.0% | $6,282-29.1% | $5,287-15.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |