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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 | $39,116 | $211,946-81.5% | $169,452-76.9% | $135,380-71.1% |
| Participation rate | 79.2% | 82.6%-3.5pp | 77.8%+1.4pp | 82.6%-3.5pp |
| Annual return | -9.95% | 3.26%-13.2pp | 1.83%-11.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,880 | $5,117-63.3% | $4,157-54.8% | $4,779-60.7% |
| Participant deferral / active EE | $4,346 | $6,075-28.5% | $5,277-17.7% | $5,609-22.5% |
| Admin fee / account holder | $12 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |