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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 | $13,372 | $35,183-62.0% | $73,550-81.8% | $70,126-80.9% |
| Participation rate | 93.1% | 42.9%+50.2pp | 54.9%+38.2pp | 69.5%+23.6pp |
| Annual return | 9.15% | 26.90%-17.8pp | -15.16%+24.3pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,034 | $709+46.0% | $1,219-15.1% | $2,343-55.8% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $62 | $2,302-97.3% | $2,320-97.3% | $4,645-98.7% |