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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 | $47,540 | $156,616-69.6% | $133,346-64.3% | $198,609-76.1% |
| Participation rate | 72.7% | 77.7%-5.0pp | 72.8%-0.1pp | 82.4%-9.7pp |
| Annual return | -13.44% | 44.25%-57.7pp | 36.85%-50.3pp | 202.70%-216.1pp |
| Employer contribution / active EE | $1,364 | $3,368-59.5% | $2,853-52.2% | $5,055-73.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |