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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 | $22,297 | $59,813-62.7% | $79,580-72.0% | $68,486-67.4% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -19.62% | -12.30%-7.3pp | 0.15%-19.8pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,762 | $1,505+83.5% | $2,413+14.4% | $2,597+6.3% |
| Participant deferral / active EE | $4,120 | $3,024+36.2% | $3,985+3.4% | $4,028+2.3% |
| Admin fee / account holder | $200 | $4,835-95.9% | $6,835-97.1% | $5,404-96.3% |