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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 | $23,180 | $73,848-68.6% | $143,799-83.9% | $68,486-66.2% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.1pp |
| Annual return | -22.58% | 0.91%-23.5pp | -0.04%-22.5pp | -7.85%-14.7pp |
| Employer contribution / active EE | $4,582 | $3,184+43.9% | $4,952-7.5% | $2,597+76.4% |
| Participant deferral / active EE | $2,716 | $3,385-19.8% | $5,638-51.8% | $4,028-32.6% |
| Admin fee / account holder | $236 | $5,755-95.9% | $14,677-98.4% | $5,404-95.6% |