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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 | $23,307 | $63,354-63.2% | $94,105-75.2% | $82,637-71.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 1.63% | 34.36%-32.7pp | 204.55%-202.9pp | 53.51%-51.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,521 | $2,873+161.7% | $3,881+93.8% | $4,126+82.3% |
| Admin fee / account holder | $154 | $5,073-97.0% | $6,199-97.5% | $7,339-97.9% |