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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 | $40,063 | $65,703-39.0% | $94,228-57.5% | $59,633-32.8% |
| Participation rate | 86.2% | 72.1%+14.1pp | 78.8%+7.4pp | 68.7%+17.5pp |
| Annual return | -4.63% | 5.22%-9.8pp | 10.68%-15.3pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $1,752 | $2,021-13.3% | $3,587-51.1% | $2,203-20.4% |
| Participant deferral / active EE | $6,327 | $3,143+101.3% | $4,320+46.4% | $3,192+98.2% |
| Admin fee / account holder | $156 | $4,264-96.3% | $6,269-97.5% | $4,297-96.4% |