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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 | $21,118 | $52,379-59.7% | $46,225-54.3% | $273,972-92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | -2.85% | 7.23%-10.1pp | 7.57%-10.4pp | 41.46%-44.3pp |
| Employer contribution / active EE | $1,834 | $4,226-56.6% | $3,424-46.4% | $4,869-62.3% |
| Participant deferral / active EE | $4,852 | $4,660+4.1% | $3,776+28.5% | $5,287-8.2% |
| Admin fee / account holder | $250 | $4,652-94.6% | $3,519-92.9% | $10,133-97.5% |