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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 | $32,910 | $69,518-52.7% | $59,883-45.0% | $135,382-75.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -10.01% | 7.95%-18.0pp | 3.46%-13.5pp | 519.77%-529.8pp |
| Employer contribution / active EE | $2,353 | $3,235-27.3% | $2,722-13.6% | $4,779-50.8% |
| Participant deferral / active EE | $3,391 | $4,204-19.3% | $3,402-0.3% | $5,609-39.5% |
| Admin fee / account holder | $208 | $5,734-96.4% | $3,591-94.2% | $10,829-98.1% |