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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 | $38,222 | $78,682-51.4% | $109,188-65.0% | $85,851-55.5% |
| Participation rate | 85.4% | 68.3%+17.1pp | 75.9%+9.5pp | 69.3%+16.0pp |
| Annual return | -10.64% | 25.09%-35.7pp | 25.76%-36.4pp | 318.63%-329.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |