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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 | $124,980-62.0% | $108,359-56.1% | $154,746-69.3% |
| Participation rate | 72.7% | 75.2%-2.4pp | 70.1%+2.6pp | 80.7%-8.0pp |
| Annual return | -13.44% | 45.00%-58.4pp | 36.89%-50.3pp | 172.34%-185.8pp |
| Employer contribution / active EE | $1,364 | $2,851-52.2% | $2,399-43.2% | $4,379-68.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |