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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 | $57,614 | $71,872-19.8% | $86,691-33.5% | $68,495-15.9% |
| Participation rate | 74.2% | 72.2%+1.9pp | 76.6%-2.4pp | 67.9%+6.3pp |
| Annual return | -20.46% | 3.53%-24.0pp | 35.94%-56.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,542 | $2,173+63.0% | $2,837+24.9% | $2,596+36.4% |
| Participant deferral / active EE | $7,473 | $3,779+97.8% | $4,656+60.5% | $4,028+85.5% |
| Admin fee / account holder | $74 | $6,112-98.8% | $7,492-99.0% | $5,403-98.6% |