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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 | $29,144 | $62,583-53.4% | $76,767-62.0% | $64,173-54.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -10.53% | -1.95%-8.6pp | 2.43%-13.0pp | 7.63%-18.2pp |
| Employer contribution / active EE | $5,238 | $1,832+185.9% | $2,485+110.8% | $2,381+120.0% |
| Participant deferral / active EE | $3,528 | $3,145+12.2% | $3,852-8.4% | $3,470+1.7% |
| Admin fee / account holder | $160 | $4,667-96.6% | $6,675-97.6% | $4,887-96.7% |