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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 | $20,382 | $65,367-68.8% | $92,915-78.1% | $72,976-72.1% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | -16.52% | 42.11%-58.6pp | 109.45%-126.0pp | 81.02%-97.5pp |
| Employer contribution / active EE | $1,027 | $2,594-60.4% | $3,653-71.9% | $2,440-57.9% |
| Participant deferral / active EE | $2,311 | $3,128-26.1% | $4,238-45.5% | $3,608-35.9% |
| Admin fee / account holder | $186 | $4,251-95.6% | $5,796-96.8% | $5,124-96.4% |