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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 | $13,882 | $75,962-81.7% | $154,108-91.0% | $64,173-78.4% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -8.02% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,256 | $3,175+2.6% | $5,081-35.9% | $3,470-6.2% |
| Admin fee / account holder | $278 | $5,589-95.0% | $13,411-97.9% | $4,887-94.3% |