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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 | $22,743 | $91,198-75.1% | $178,503-87.3% | $79,856-71.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.67% | 24.20%-23.5pp | 151.12%-150.4pp | 31.71%-31.0pp |
| Employer contribution / active EE | $2,620 | $3,257-19.5% | $5,011-47.7% | $2,471+6.0% |
| Participant deferral / active EE | $922 | $3,237-71.5% | $5,202-82.3% | $3,741-75.3% |
| Admin fee / account holder | $86 | $6,748-98.7% | $13,987-99.4% | $5,306-98.4% |