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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 | $7,199 | $30,732-76.6% | $59,496-87.9% | $59,633-87.9% |
| Participation rate | 87.5% | 43.2%+44.3pp | 54.6%+32.9pp | 68.7%+18.8pp |
| Annual return | -3.72% | 4.47%-8.2pp | 182.05%-185.8pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $403 | $631-36.1% | $1,153-65.1% | $2,203-81.7% |
| Participant deferral / active EE | $732 | $1,183-38.1% | $1,829-60.0% | $3,192-77.1% |
| Admin fee / account holder | $100 | $2,136-95.3% | $2,232-95.5% | $4,297-97.7% |