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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 | $32,951 | $83,908-60.7% | $68,509-51.9% | $125,389-73.7% |
| Participation rate | 91.7% | 78.2%+13.5pp | 74.7%+16.9pp | 83.2%+8.5pp |
| Annual return | -4.18% | 14.48%-18.7pp | 8.27%-12.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,631 | $3,031-46.2% | $2,278-28.4% | $4,866-66.5% |
| Participant deferral / active EE | $1,871 | $4,125-54.7% | $3,382-44.7% | $5,352-65.0% |
| Admin fee / account holder | $62 | $8,982-99.3% | $5,275-98.8% | $9,541-99.4% |