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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 | $14,710 | $35,183-58.2% | $73,550-80.0% | $70,126-79.0% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 12.30% | 26.90%-14.6pp | -15.16%+27.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,404 | $709+239.2% | $1,219+97.2% | $2,343+2.6% |
| Participant deferral / active EE | $923 | $1,220-24.3% | $1,804-48.8% | $3,332-72.3% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |