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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 | $41,989 | $91,198-54.0% | $178,503-76.5% | $79,856-47.4% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.7pp | 69.6%+19.0pp |
| Annual return | 5.17% | 24.20%-19.0pp | 151.12%-145.9pp | 31.71%-26.5pp |
| 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 | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |