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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 | $55,862 | $73,848-24.4% | $143,799-61.2% | $68,486-18.4% |
| Participation rate | 75.9% | 66.7%+9.2pp | 80.3%-4.5pp | 67.9%+8.0pp |
| Annual return | -24.62% | 0.91%-25.5pp | -0.04%-24.6pp | -7.85%-16.8pp |
| Employer contribution / active EE | $1,861 | $3,184-41.5% | $4,952-62.4% | $2,597-28.3% |
| Participant deferral / active EE | $3,476 | $3,385+2.7% | $5,638-38.4% | $4,028-13.7% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |