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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 | $25,278 | $65,712-61.5% | $57,196-55.8% | $273,972-90.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -8.18% | 22.01%-30.2pp | 14.59%-22.8pp | 41.46%-49.6pp |
| Employer contribution / active EE | $955 | $3,280-70.9% | $2,683-64.4% | $4,869-80.4% |
| Participant deferral / active EE | $1,744 | $3,782-53.9% | $3,096-43.7% | $5,287-67.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |