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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 | $4,281 | $25,979-83.5% | $71,702-94.0% | $68,495-93.8% |
| Participation rate | 72.7% | 54.5%+18.2pp | 62.3%+10.4pp | 67.9%+4.8pp |
| Annual return | -26.63% | -15.10%-11.5pp | 9.14%-35.8pp | -7.84%-18.8pp |
| Employer contribution / active EE | $1,033 | $900+14.7% | $1,704-39.4% | $2,596-60.2% |
| Participant deferral / active EE | $2,059 | $1,522+35.3% | $2,658-22.5% | $4,028-48.9% |
| Admin fee / account holder | $179 | $2,022-91.1% | $3,974-95.5% | $5,403-96.7% |