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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 | $80,943 | $99,345-18.5% | $84,753-4.5% | $273,972-70.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | -1.95% | 22.93%-24.9pp | 22.78%-24.7pp | 41.46%-43.4pp |
| Employer contribution / active EE | $1,253 | $4,214-70.3% | $3,574-65.0% | $4,869-74.3% |
| Participant deferral / active EE | $5,804 | $4,270+35.9% | $3,712+56.4% | $5,287+9.8% |
| Admin fee / account holder | -$87 | $6,645-101.3% | $5,333-101.6% | $10,133-100.9% |