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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 | $30,650 | $77,816-60.6% | $123,552-75.2% | $64,173-52.2% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -10.26% | 12.49%-22.7pp | 119.20%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $3,797 | $3,014+26.0% | $4,628-17.9% | $2,381+59.5% |
| Participant deferral / active EE | $11,983 | $5,240+128.7% | $6,426+86.5% | $3,470+245.4% |
| Admin fee / account holder | $178 | $5,519-96.8% | $9,285-98.1% | $4,887-96.4% |