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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 | $35,497 | $92,219-61.5% | $76,766-53.8% | $135,382-73.8% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -11.37% | 5.46%-16.8pp | 2.43%-13.8pp | 519.77%-531.1pp |
| Employer contribution / active EE | $1,772 | $3,216-44.9% | $2,485-28.7% | $4,779-62.9% |
| Participant deferral / active EE | $5,550 | $4,508+23.1% | $3,851+44.1% | $5,609-1.1% |
| Admin fee / account holder | $10 | $10,749-99.9% | $6,675-99.9% | $10,829-99.9% |