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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 | $136,257 | $174,018-21.7% | $136,833-0.4% | $198,609-31.4% |
| Participation rate | 83.3% | 65.1%+18.2pp | 59.0%+24.3pp | 82.4%+1.0pp |
| Annual return | -12.13% | 35.16%-47.3pp | 35.32%-47.5pp | 202.70%-214.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |