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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 | $52,618 | $135,956-61.3% | $123,894-57.5% | $273,972-80.8% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | -16.69% | 56.63%-73.3pp | 47.52%-64.2pp | 41.46%-58.1pp |
| Employer contribution / active EE | $4,895 | $5,170-5.3% | $4,617+6.0% | $4,869+0.5% |
| Participant deferral / active EE | $3,674 | $6,343-42.1% | $5,984-38.6% | $5,287-30.5% |
| Admin fee / account holder | $201 | $9,817-98.0% | $8,357-97.6% | $10,133-98.0% |