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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 | $16,797 | $97,020-82.7% | $83,327-79.8% | $135,380-87.6% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -12.02% | 12.31%-24.3pp | 10.64%-22.7pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,419 | $4,144-41.6% | $3,379-28.4% | $4,779-49.4% |
| Participant deferral / active EE | $5,254 | $5,964-11.9% | $5,565-5.6% | $5,609-6.3% |
| Admin fee / account holder | $53 | $8,426-99.4% | $7,540-99.3% | $10,828-99.5% |