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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 | $23,888 | $77,817-69.3% | $123,553-80.7% | $64,173-62.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.86% | 12.49%-22.4pp | 119.21%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,762 | $3,014-41.5% | $4,628-61.9% | $2,381-26.0% |
| Participant deferral / active EE | $3,689 | $5,240-29.6% | $6,426-42.6% | $3,470+6.3% |
| Admin fee / account holder | $113 | $5,519-98.0% | $9,284-98.8% | $4,887-97.7% |