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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 | $23,678 | $153,311-84.6% | $109,313-78.3% | $273,972-91.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | -1.69% | 29.86%-31.5pp | 22.07%-23.8pp | 41.46%-43.1pp |
| Employer contribution / active EE | $1,322 | $5,619-76.5% | $3,892-66.0% | $4,869-72.9% |
| Participant deferral / active EE | $3,117 | $3,932-20.7% | $3,166-1.6% | $5,287-41.0% |
| Admin fee / account holder | $138 | $8,076-98.3% | $5,666-97.6% | $10,133-98.6% |