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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 | $25,664 | $72,177-64.4% | $115,037-77.7% | $59,633-57.0% |
| Participation rate | 74.1% | 72.6%+1.5pp | 81.4%-7.3pp | 68.7%+5.4pp |
| Annual return | -3.43% | 12.02%-15.4pp | 26.14%-29.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $1,383 | $2,841-51.3% | $4,608-70.0% | $2,203-37.2% |
| Participant deferral / active EE | $3,891 | $4,783-18.6% | $6,026-35.4% | $3,192+21.9% |
| Admin fee / account holder | $58 | $4,927-98.8% | $8,175-99.3% | $4,297-98.7% |