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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 | $9,868 | $42,383-76.7% | $76,518-87.1% | $64,173-84.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -14.29% | -16.54%+2.2pp | -0.27%-14.0pp | 7.63%-21.9pp |
| Employer contribution / active EE | $2,832 | $1,563+81.2% | $2,647+7.0% | $2,381+19.0% |
| Participant deferral / active EE | $4,532 | $2,566+76.6% | $3,836+18.2% | $3,470+30.6% |
| Admin fee / account holder | $75 | $3,198-97.6% | $4,849-98.4% | $4,887-98.5% |