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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 | $39,086 | $63,861-38.8% | $104,625-62.6% | $79,852-51.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | -4.49% | 21.30%-25.8pp | 340.60%-345.1pp | 31.72%-36.2pp |
| Employer contribution / active EE | $466 | $1,588-70.7% | $2,681-82.6% | $2,471-81.2% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $213 | $4,185-94.9% | $6,465-96.7% | $5,306-96.0% |