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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 | $25,813 | $211,946-87.8% | $169,452-84.8% | $135,380-80.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -14.07% | 3.26%-17.3pp | 1.83%-15.9pp | 519.81%-533.9pp |
| Employer contribution / active EE | $1,895 | $5,117-63.0% | $4,157-54.4% | $4,779-60.4% |
| Participant deferral / active EE | $3,734 | $6,075-38.5% | $5,277-29.2% | $5,609-33.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |