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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 | $43,582 | $81,331-46.4% | $155,534-72.0% | $80,935-46.2% |
| Participation rate | 75.9% | 66.3%+9.7pp | 78.2%-2.3pp | 67.7%+8.2pp |
| Annual return | -39.78% | 33.37%-73.1pp | 64.92%-104.7pp | 35.66%-75.4pp |
| Employer contribution / active EE | $3,432 | $3,105+10.5% | $4,675-26.6% | $2,757+24.5% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $135 | $7,999-98.3% | $15,900-99.1% | $6,924-98.0% |