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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 | $30,570 | $73,848-58.6% | $143,799-78.7% | $68,486-55.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.83% | 0.91%-22.7pp | -0.04%-21.8pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,246 | $3,184-29.5% | $4,952-54.6% | $2,597-13.5% |
| Participant deferral / active EE | $4,236 | $3,385+25.2% | $5,638-24.9% | $4,028+5.2% |
| Admin fee / account holder | $208 | $5,755-96.4% | $14,677-98.6% | $5,404-96.1% |