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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 | $204,579 | $106,280+92.5% | $96,538+111.9% | $139,487+46.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -5.13% | 38.48%-43.6pp | 35.74%-40.9pp | 373.84%-379.0pp |
| Employer contribution / active EE | $62,555 | $4,107+1423.1% | $3,740+1572.5% | $4,755+1215.7% |
| Participant deferral / active EE | $52,300 | $5,457+858.4% | $4,880+971.6% | $6,713+679.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |