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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 | $17,518 | $73,848-76.3% | $143,799-87.8% | $68,486-74.4% |
| Participation rate | 75.7% | 66.7%+9.0pp | 80.3%-4.6pp | 67.9%+7.8pp |
| Annual return | -19.40% | 0.91%-20.3pp | -0.04%-19.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,823 | $3,184-42.7% | $4,952-63.2% | $2,597-29.8% |
| Participant deferral / active EE | $2,763 | $3,385-18.4% | $5,638-51.0% | $4,028-31.4% |
| Admin fee / account holder | $124 | $5,755-97.8% | $14,677-99.2% | $5,404-97.7% |