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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 | $78,554 | $69,977+12.3% | $108,582-27.7% | $62,881+24.9% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | -0.64% | 10.73%-11.4pp | -51.70%+51.1pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,244 | $2,135-41.7% | $3,758-66.9% | $2,281-45.4% |
| Participant deferral / active EE | $3,089 | $3,165-2.4% | $4,311-28.4% | $3,203-3.6% |
| Admin fee / account holder | $45 | $5,076-99.1% | $7,645-99.4% | $4,296-99.0% |