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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 | $40,930 | $37,446+9.3% | $77,513-47.2% | $79,852-48.7% |
| Participation rate | 83.9% | 41.5%+42.3pp | 54.2%+29.7pp | 69.6%+14.2pp |
| Annual return | -18.79% | 39.76%-58.5pp | 54.81%-73.6pp | 31.72%-50.5pp |
| Employer contribution / active EE | $514 | $637-19.3% | $987-47.9% | $2,471-79.2% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |