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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 | $19,981 | $56,484-64.6% | $169,452-88.2% | $64,173-68.9% |
| Participation rate | 80.0% | 64.5%+15.5pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -8.64% | -1.55%-7.1pp | 1.83%-10.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $326 | $1,832-82.2% | $4,157-92.1% | $2,381-86.3% |
| Participant deferral / active EE | $1,735 | $3,448-49.7% | $5,277-67.1% | $3,470-50.0% |
| Admin fee / account holder | $93 | $4,174-97.8% | $9,110-99.0% | $4,887-98.1% |