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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 | $26,733 | $77,817-65.6% | $123,553-78.4% | $64,173-58.3% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -9.28% | 12.49%-21.8pp | 119.21%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,386 | $3,014-20.8% | $4,628-48.4% | $2,381+0.2% |
| Participant deferral / active EE | $4,972 | $5,240-5.1% | $6,426-22.6% | $3,470+43.3% |
| Admin fee / account holder | $141 | $5,519-97.4% | $9,284-98.5% | $4,887-97.1% |