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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 | $27,941 | $215,361-87.0% | $171,082-83.7% | $273,972-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.02% | 25.14%-26.2pp | 32.56%-33.6pp | 41.46%-42.5pp |
| Employer contribution / active EE | $2,220 | $4,967-55.3% | $4,002-44.5% | $4,869-54.4% |
| Participant deferral / active EE | $2,307 | $5,543-58.4% | $4,797-51.9% | $5,287-56.4% |
| Admin fee / account holder | $57 | $10,846-99.5% | $8,520-99.3% | $10,133-99.4% |