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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 | $157,195 | $61,660+154.9% | $80,022+96.4% | $64,173+145.0% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.6%+3.2pp |
| Annual return | -8.23% | -0.33%-7.9pp | 11.22%-19.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,662 | $1,810+47.0% | $2,468+7.8% | $2,381+11.8% |
| Participant deferral / active EE | $2,018 | $2,968-32.0% | $3,686-45.3% | $3,470-41.9% |
| Admin fee / account holder | $139 | $5,417-97.4% | $6,521-97.9% | $4,887-97.2% |