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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 | $37,925 | $96,558-60.7% | $80,977-53.2% | $273,972-86.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -0.01% | 15.14%-15.2pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $8,425 | $4,869+73.0% | $3,715+126.8% | $4,869+73.0% |
| Participant deferral / active EE | $4,363 | $6,598-33.9% | $5,696-23.4% | $5,287-17.5% |
| Admin fee / account holder | $138 | $7,493-98.2% | $5,517-97.5% | $10,133-98.6% |