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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 | $20,394 | $42,917-52.5% | $60,899-66.5% | $68,495-70.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.76% | -13.99%-4.8pp | 16.92%-35.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,026 | $1,979+2.4% | $2,702-25.0% | $2,596-22.0% |
| Participant deferral / active EE | $2,363 | $2,867-17.6% | $3,817-38.1% | $4,028-41.3% |
| Admin fee / account holder | $102 | $3,102-96.7% | $3,225-96.8% | $5,403-98.1% |