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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 | $11,308 | $65,712-82.8% | $57,196-80.2% | $273,972-95.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.90% | 22.01%-23.9pp | 14.59%-16.5pp | 41.46%-43.4pp |
| Employer contribution / active EE | $1,158 | $3,280-64.7% | $2,683-56.9% | $4,869-76.2% |
| Participant deferral / active EE | $1,233 | $3,782-67.4% | $3,096-60.2% | $5,287-76.7% |
| Admin fee / account holder | $18 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |