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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 | $37,086 | $228,352-83.8% | $185,835-80.0% | $158,966-76.7% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | -3.16% | 40.81%-44.0pp | 35.96%-39.1pp | 302.95%-306.1pp |
| Employer contribution / active EE | $825 | $4,967-83.4% | $4,087-79.8% | $4,762-82.7% |
| Participant deferral / active EE | $1,267 | $6,416-80.3% | $5,633-77.5% | $5,983-78.8% |
| Admin fee / account holder | $294 | $11,867-97.5% | $9,502-96.9% | $11,250-97.4% |