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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 | $78,339 | $86,940-9.9% | $102,434-23.5% | $80,935-3.2% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.7%+24.6pp |
| Annual return | -2.21% | 18.89%-21.1pp | 29.46%-31.7pp | 35.66%-37.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |