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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 | $22,260 | $42,383-47.5% | $76,518-70.9% | $64,173-65.3% |
| Participation rate | 71.4% | 58.1%+13.3pp | 68.0%+3.4pp | 69.6%+1.9pp |
| Annual return | -12.50% | -16.54%+4.0pp | -0.27%-12.2pp | 7.63%-20.1pp |
| Employer contribution / active EE | $2,189 | $1,563+40.1% | $2,647-17.3% | $2,381-8.0% |
| Participant deferral / active EE | $6,240 | $2,566+143.2% | $3,836+62.7% | $3,470+79.9% |
| Admin fee / account holder | $9 | $3,198-99.7% | $4,849-99.8% | $4,887-99.8% |