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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 | $55,260 | $99,032-44.2% | $80,022-30.9% | $135,379-59.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -9.97% | 15.39%-25.4pp | 11.22%-21.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,442 | $3,043-52.6% | $2,468-41.6% | $4,779-69.8% |
| Participant deferral / active EE | $5,033 | $4,282+17.5% | $3,686+36.6% | $5,609-10.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |