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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 | $19,186 | $83,908-77.1% | $68,509-72.0% | $125,389-84.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -7.56% | 14.48%-22.0pp | 8.27%-15.8pp | 282.24%-289.8pp |
| Employer contribution / active EE | $3,844 | $3,031+26.8% | $2,278+68.8% | $4,866-21.0% |
| Participant deferral / active EE | $8,335 | $4,125+102.1% | $3,382+146.4% | $5,352+55.8% |
| Admin fee / account holder | $126 | $8,982-98.6% | $5,275-97.6% | $9,541-98.7% |