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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 | $20,864 | $107,809-80.6% | $90,657-77.0% | $135,380-84.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.64% | -0.90%-9.7pp | 1.89%-12.5pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,731 | $3,018-42.6% | $2,532-31.6% | $4,779-63.8% |
| Participant deferral / active EE | $6,201 | $3,872+60.2% | $3,424+81.1% | $5,609+10.6% |
| Admin fee / account holder | $227 | $5,931-96.2% | $4,994-95.5% | $10,828-97.9% |