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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 | $73,563 | $85,790-14.3% | $67,313+9.3% | $135,380-45.7% |
| Participation rate | 94.7% | 76.5%+18.3pp | 69.1%+25.7pp | 82.6%+12.1pp |
| Annual return | -10.26% | -0.54%-9.7pp | -4.08%-6.2pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,989 | $3,487-43.0% | $2,566-22.5% | $4,779-58.4% |
| Participant deferral / active EE | $3,775 | $4,651-18.8% | $3,568+5.8% | $5,609-32.7% |
| Admin fee / account holder | $94 | $6,392-98.5% | $4,507-97.9% | $10,828-99.1% |