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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 | $29,272 | $72,177-59.4% | $115,037-74.6% | $59,633-50.9% |
| Participation rate | 71.1% | 72.6%-1.5pp | 81.4%-10.3pp | 68.7%+2.4pp |
| Annual return | -3.75% | 12.02%-15.8pp | 26.14%-29.9pp | 2041.40%-2045.2pp |
| Employer contribution / active EE | $1,374 | $2,841-51.7% | $4,608-70.2% | $2,203-37.6% |
| Participant deferral / active EE | $4,952 | $4,783+3.5% | $6,026-17.8% | $3,192+55.2% |
| Admin fee / account holder | $81 | $4,927-98.4% | $8,175-99.0% | $4,297-98.1% |