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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 | $78,532 | $139,948-43.9% | $121,663-35.5% | $154,746-49.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | -9.45% | 230.52%-240.0pp | 147.54%-157.0pp | 172.34%-181.8pp |
| Employer contribution / active EE | $685 | $3,521-80.5% | $3,020-77.3% | $4,379-84.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $115 | $17,321-99.3% | $14,289-99.2% | $14,365-99.2% |