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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 | $61,022 | $77,817-21.6% | $123,553-50.6% | $64,173-4.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.50% | 12.49%-21.0pp | 119.21%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,640 | $3,014-45.6% | $4,628-64.6% | $2,381-31.1% |
| Participant deferral / active EE | $3,479 | $5,240-33.6% | $6,426-45.9% | $3,470+0.3% |
| Admin fee / account holder | $77 | $5,519-98.6% | $9,284-99.2% | $4,887-98.4% |