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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 | $225,805 | $71,057+217.8% | $93,654+141.1% | $80,874+179.2% |
| Participation rate | 75.6% | 60.4%+15.2pp | 68.7%+6.9pp | 67.6%+8.0pp |
| Annual return | -8.94% | 11.26%-20.2pp | 133.34%-142.3pp | 35.62%-44.6pp |
| Employer contribution / active EE | $1,220 | $1,564-22.0% | $2,421-49.6% | $2,756-55.7% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7 | $6,944-99.9% | $8,282-99.9% | $6,935-99.9% |