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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 | $58,823 | $51,708+13.8% | $106,619-44.8% | $62,881-6.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -2.15% | 4.69%-6.8pp | 9.42%-11.6pp | 20.14%-22.3pp |
| Employer contribution / active EE | $3,121 | $1,764+77.0% | $3,947-20.9% | $2,281+36.8% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |