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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 | $13,339 | $73,848-81.9% | $143,799-90.7% | $68,486-80.5% |
| Participation rate | 90.6% | 66.7%+24.0pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -26.70% | 0.91%-27.6pp | -0.04%-26.7pp | -7.85%-18.8pp |
| Employer contribution / active EE | $2,134 | $3,184-33.0% | $4,952-56.9% | $2,597-17.8% |
| Participant deferral / active EE | $4,637 | $3,385+37.0% | $5,638-17.8% | $4,028+15.1% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |