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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 | $51,128 | $87,546-41.6% | $75,784-32.5% | $125,389-59.2% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -5.90% | 13.49%-19.4pp | 9.68%-15.6pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,735 | $3,930-55.9% | $3,323-47.8% | $4,866-64.3% |
| Participant deferral / active EE | $3,043 | $4,230-28.0% | $3,652-16.7% | $5,352-43.1% |
| Admin fee / account holder | $264 | $6,503-95.9% | $5,300-95.0% | $9,541-97.2% |