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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 | $43,854 | $99,341-55.9% | $84,750-48.3% | $273,965-84.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | -11.65% | 22.93%-34.6pp | 22.78%-34.4pp | 41.45%-53.1pp |
| Employer contribution / active EE | $7,828 | $4,214+85.8% | $3,574+119.0% | $4,869+60.8% |
| Participant deferral / active EE | $6,018 | $4,269+41.0% | $3,712+62.1% | $5,287+13.8% |
| Admin fee / account holder | $184 | $6,644-97.2% | $5,332-96.6% | $10,132-98.2% |