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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 | $1,265 | $25,979-95.1% | $71,755-98.2% | $68,486-98.2% |
| Participation rate | 93.3% | 54.5%+38.8pp | 62.3%+31.0pp | 67.9%+25.4pp |
| Annual return | -149.63% | -15.10%-134.5pp | 9.09%-158.7pp | -7.85%-141.8pp |
| Employer contribution / active EE | $730 | $900-19.0% | $1,704-57.2% | $2,597-71.9% |
| Participant deferral / active EE | $1,309 | $1,522-14.0% | $2,656-50.7% | $4,028-67.5% |
| Admin fee / account holder | $231 | $2,022-88.5% | $3,972-94.2% | $5,404-95.7% |