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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 | $19,707 | $167,362-88.2% | $143,799-86.3% | $134,532-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.74% | 0.47%-24.2pp | -0.04%-23.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,761 | $5,620-68.7% | $4,952-64.4% | $4,741-62.9% |
| Participant deferral / active EE | $5,509 | $6,447-14.6% | $5,638-2.3% | $6,401-13.9% |
| Admin fee / account holder | $179 | $18,094-99.0% | $14,677-98.8% | $11,429-98.4% |