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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 | $46,000 | $86,701-46.9% | $73,309-37.3% | $125,388-63.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 74.9%+8.4pp | 83.2%+0.1pp |
| Annual return | -3.69% | 2.78%-6.5pp | 5.67%-9.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,779 | $4,152-33.1% | $3,237-14.2% | $4,866-42.9% |
| Participant deferral / active EE | $3,633 | $5,549-34.5% | $4,991-27.2% | $5,352-32.1% |
| Admin fee / account holder | $120 | $7,768-98.4% | $5,635-97.9% | $9,541-98.7% |