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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 | $14,052 | $69,518-79.8% | $59,887-76.5% | $135,379-89.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.48% | 7.95%-17.4pp | 3.46%-12.9pp | 519.79%-529.3pp |
| Employer contribution / active EE | $1,655 | $3,235-48.8% | $2,722-39.2% | $4,779-65.4% |
| Participant deferral / active EE | $2,592 | $4,204-38.4% | $3,402-23.8% | $5,609-53.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |