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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 | $46,436 | $59,819-22.4% | $79,583-41.7% | $68,490-32.2% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -19.41% | -12.30%-7.1pp | 0.16%-19.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,532 | $1,505+134.6% | $2,414+46.3% | $2,597+36.0% |
| Participant deferral / active EE | $6,788 | $3,025+124.4% | $3,986+70.3% | $4,028+68.5% |
| Admin fee / account holder | $298 | $4,835-93.8% | $6,835-95.6% | $5,403-94.5% |