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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 | $18,272 | $94,439-80.7% | $73,658-75.2% | $154,746-88.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -5.77% | 28.25%-34.0pp | 29.72%-35.5pp | 172.34%-178.1pp |
| Employer contribution / active EE | $386 | $1,257-69.3% | $1,032-62.7% | $4,379-91.2% |
| Participant deferral / active EE | $464 | $2,527-81.7% | $2,062-77.5% | $6,730-93.1% |
| Admin fee / account holder | $96 | $3,843-97.5% | $3,357-97.1% | $14,365-99.3% |