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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 | $36,597 | $52,836-30.7% | $105,738-65.4% | $64,181-43.0% |
| Participation rate | 74.4% | 66.5%+7.9pp | 76.3%-1.9pp | 69.6%+4.8pp |
| Annual return | -10.20% | 14.30%-24.5pp | 6.27%-16.5pp | 7.63%-17.8pp |
| Employer contribution / active EE | $3,220 | $1,827+76.3% | $3,268-1.5% | $2,381+35.3% |
| Participant deferral / active EE | $4,586 | $2,545+80.2% | $4,080+12.4% | $3,470+32.2% |
| Admin fee / account holder | $111 | $3,959-97.2% | $6,913-98.4% | $4,887-97.7% |