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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 | $8,561 | $57,140-85.0% | $85,240-90.0% | $80,959-89.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 6.24% | 21.71%-15.5pp | 66.75%-60.5pp | 35.67%-29.4pp |
| Employer contribution / active EE | $1,129 | $1,802-37.4% | $2,735-58.7% | $2,757-59.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $47 | $4,992-99.1% | $6,165-99.2% | $6,925-99.3% |