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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 | $44,910 | $87,546-48.7% | $75,784-40.7% | $125,389-64.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.06% | 13.49%-17.5pp | 9.68%-13.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,686 | $3,930-57.1% | $3,323-49.3% | $4,866-65.4% |
| Participant deferral / active EE | $1,970 | $4,230-53.4% | $3,652-46.1% | $5,352-63.2% |
| Admin fee / account holder | $13 | $6,503-99.8% | $5,300-99.8% | $9,541-99.9% |