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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 | $46,246 | $138,076-66.5% | $123,553-62.6% | $135,380-65.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.94% | 153.70%-163.6pp | 119.21%-129.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $7,805 | $5,152+51.5% | $4,628+68.7% | $4,779+63.3% |
| Participant deferral / active EE | $8,003 | $6,800+17.7% | $6,426+24.5% | $5,609+42.7% |
| Admin fee / account holder | $218 | $10,917-98.0% | $9,284-97.7% | $10,828-98.0% |