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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 | $50,812 | $61,660-17.6% | $80,022-36.5% | $64,181-20.8% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -7.98% | -0.33%-7.7pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,674 | $2,968+57.5% | $3,686+26.8% | $3,470+34.7% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |