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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 | $33,106 | $167,353-80.2% | $143,797-77.0% | $134,545-75.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.45% | 0.48%-22.9pp | -0.04%-22.4pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,304 | $5,620-59.0% | $4,952-53.5% | $4,742-51.4% |
| Participant deferral / active EE | $3,758 | $6,447-41.7% | $5,638-33.3% | $6,401-41.3% |
| Admin fee / account holder | $165 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |