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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 | $71,208+217.1% | $93,681+141.0% | $80,911+179.1% |
| Participation rate | 75.6% | 60.4%+15.2pp | 68.7%+6.9pp | 67.6%+8.0pp |
| Annual return | -8.95% | 11.27%-20.2pp | 133.47%-142.4pp | 35.63%-44.6pp |
| Employer contribution / active EE | $1,220 | $1,564-22.1% | $2,422-49.7% | $2,756-55.7% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,951-100.0% | $8,290-100.0% | $6,935-100.0% |