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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 | $81,209 | $113,941-28.7% | $94,229-13.8% | $125,389-35.2% |
| Participation rate | 84.6% | 82.9%+1.7pp | 78.8%+5.8pp | 83.2%+1.4pp |
| Annual return | -3.93% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,767 | $4,727-62.6% | $3,587-50.7% | $4,866-63.7% |
| Participant deferral / active EE | $3,445 | $5,179-33.5% | $4,320-20.3% | $5,352-35.6% |
| Admin fee / account holder | $18 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |