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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 | $42,895 | $73,848-41.9% | $143,799-70.2% | $68,486-37.4% |
| Participation rate | 82.6% | 66.7%+15.9pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | -19.65% | 0.91%-20.6pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,483 | $3,184-53.4% | $4,952-70.0% | $2,597-42.9% |
| Participant deferral / active EE | $5,826 | $3,385+72.1% | $5,638+3.3% | $4,028+44.7% |
| Admin fee / account holder | $83 | $5,755-98.6% | $14,677-99.4% | $5,404-98.5% |