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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 | $34,725 | $77,816-55.4% | $123,552-71.9% | $64,173-45.9% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -9.89% | 12.49%-22.4pp | 119.20%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,736 | $3,014-42.4% | $4,628-62.5% | $2,381-27.1% |
| Participant deferral / active EE | $4,142 | $5,240-21.0% | $6,426-35.5% | $3,470+19.4% |
| Admin fee / account holder | $252 | $5,519-95.4% | $9,285-97.3% | $4,887-94.8% |