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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 | $38,204 | $45,152-15.4% | $73,836-48.3% | $59,633-35.9% |
| Participation rate | 85.3% | 64.0%+21.3pp | 73.4%+11.9pp | 68.7%+16.6pp |
| Annual return | -4.31% | 27.40%-31.7pp | 2268.06%-2272.4pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,325 | $1,901-30.3% | $2,787-52.5% | $2,203-39.8% |
| Participant deferral / active EE | $3,187 | $2,573+23.9% | $3,583-11.0% | $3,192-0.1% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |