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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 | $31,515 | $43,483-27.5% | $54,726-42.4% | $64,173-50.9% |
| Participation rate | 96.4% | 72.2%+24.3pp | 79.1%+17.3pp | 69.6%+26.9pp |
| Annual return | -11.12% | -1.03%-10.1pp | -4.56%-6.6pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,548 | $2,632-3.2% | $3,449-26.1% | $2,381+7.0% |
| Participant deferral / active EE | $9,981 | $3,102+221.8% | $3,953+152.5% | $3,470+187.7% |
| Admin fee / account holder | $128 | $4,250-97.0% | $3,818-96.7% | $4,887-97.4% |