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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 | $15,996 | $53,596-70.2% | $90,657-82.4% | $64,173-75.1% |
| Participation rate | 80.0% | 64.5%+15.5pp | 74.0%+6.0pp | 69.6%+10.4pp |
| Annual return | -9.48% | 4.41%-13.9pp | 1.89%-11.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,376 | $1,503-8.4% | $2,532-45.6% | $2,381-42.2% |
| Participant deferral / active EE | $3,476 | $2,459+41.4% | $3,424+1.5% | $3,470+0.2% |
| Admin fee / account holder | $111 | $3,868-97.1% | $4,994-97.8% | $4,887-97.7% |