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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 | $79,212 | $53,596+47.8% | $90,657-12.6% | $64,173+23.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -8.74% | 4.41%-13.2pp | 1.89%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $5,054 | $1,503+236.3% | $2,532+99.6% | $2,381+112.3% |
| Participant deferral / active EE | $4,450 | $2,459+81.0% | $3,424+29.9% | $3,470+28.2% |
| Admin fee / account holder | $7 | $3,868-99.8% | $4,994-99.9% | $4,887-99.9% |