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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 | $48,984 | $73,848-33.7% | $143,799-65.9% | $68,486-28.5% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -19.42% | 0.91%-20.3pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $4,386 | $3,184+37.7% | $4,952-11.4% | $2,597+68.9% |
| Participant deferral / active EE | $7,371 | $3,385+117.8% | $5,638+30.7% | $4,028+83.0% |
| Admin fee / account holder | $3 | $5,755-100.0% | $14,677-100.0% | $5,404-99.9% |