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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 | $14,017 | $58,258-75.9% | $81,820-82.9% | $80,925-82.7% |
| Participation rate | 71.7% | 63.5%+8.2pp | 72.4%-0.7pp | 67.7%+4.0pp |
| Annual return | 0.58% | 41.76%-41.2pp | 777.93%-777.4pp | 35.65%-35.1pp |
| Employer contribution / active EE | $1,972 | $2,345-15.9% | $2,915-32.3% | $2,756-28.4% |
| Participant deferral / active EE | $1,300 | $3,284-60.4% | $4,323-69.9% | $4,299-69.8% |
| Admin fee / account holder | $139 | $4,976-97.2% | $7,391-98.1% | $6,940-98.0% |