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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 | $17,229 | $37,446-54.0% | $77,552-77.8% | $79,856-78.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 9.21% | 39.76%-30.5pp | 54.82%-45.6pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,970 | $637+366.1% | $987+201.0% | $2,471+20.2% |
| Participant deferral / active EE | $2,078 | $1,261+64.8% | $1,861+11.7% | $3,741-44.5% |
| Admin fee / account holder | $280 | $2,506-88.8% | $2,859-90.2% | $5,306-94.7% |