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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 | $39,962 | $92,219-56.7% | $76,768-47.9% | $135,379-70.5% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -9.35% | 5.46%-14.8pp | 2.43%-11.8pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,758 | $3,216-14.2% | $2,485+11.0% | $4,779-42.3% |
| Participant deferral / active EE | $5,907 | $4,508+31.0% | $3,852+53.4% | $5,609+5.3% |
| Admin fee / account holder | $201 | $10,749-98.1% | $6,675-97.0% | $10,828-98.1% |