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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 | $12,929 | $39,132-67.0% | $57,196-77.4% | $62,881-79.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.04% | 9.24%-9.3pp | 14.59%-14.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $466 | $1,874-75.2% | $2,683-82.6% | $2,281-79.6% |
| Participant deferral / active EE | $1,071 | $2,374-54.9% | $3,096-65.4% | $3,203-66.6% |
| Admin fee / account holder | $175 | $2,594-93.3% | $3,141-94.4% | $4,296-95.9% |