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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 | $29,926 | $77,817-61.5% | $123,553-75.8% | $64,173-53.4% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -8.46% | 12.49%-20.9pp | 119.21%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,945 | $3,014-35.5% | $4,628-58.0% | $2,381-18.3% |
| Participant deferral / active EE | $5,137 | $5,240-2.0% | $6,426-20.1% | $3,470+48.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |