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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 | $72,740 | $81,664-10.9% | $70,476+3.2% | $158,966-54.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | -1.13% | 208.59%-209.7pp | 109.12%-110.2pp | 302.95%-304.1pp |
| Employer contribution / active EE | $1,421 | $3,219-55.9% | $2,738-48.1% | $4,762-70.2% |
| Participant deferral / active EE | $7,951 | $4,556+74.5% | $3,710+114.3% | $5,983+32.9% |
| Admin fee / account holder | $285 | $6,197-95.4% | $3,847-92.6% | $11,250-97.5% |