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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 | $24,095 | $91,198-73.6% | $178,503-86.5% | $79,856-69.8% |
| Participation rate | 79.6% | 69.2%+10.4pp | 81.9%-2.3pp | 69.6%+10.0pp |
| Annual return | 3.94% | 24.20%-20.3pp | 151.12%-147.2pp | 31.71%-27.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $256 | $6,748-96.2% | $13,987-98.2% | $5,306-95.2% |