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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 | $36,463 | $153,311-76.2% | $109,313-66.6% | $273,972-86.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.90% | 29.86%-31.8pp | 22.07%-24.0pp | 41.46%-43.4pp |
| Employer contribution / active EE | $1,894 | $5,619-66.3% | $3,892-51.3% | $4,869-61.1% |
| Participant deferral / active EE | $158 | $3,932-96.0% | $3,166-95.0% | $5,287-97.0% |
| Admin fee / account holder | $4 | $8,076-99.9% | $5,666-99.9% | $10,133-100.0% |