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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 | $11,104 | $95,867-88.4% | $79,551-86.0% | $134,493-91.7% |
| Participation rate | 82.4% | 75.0%+7.3pp | 69.5%+12.9pp | 81.2%+1.1pp |
| Annual return | -26.48% | -2.73%-23.7pp | 0.14%-26.6pp | 418.01%-444.5pp |
| Employer contribution / active EE | $5,382 | $3,128+72.1% | $2,413+123.1% | $4,740+13.6% |
| Participant deferral / active EE | $2,478 | $4,692-47.2% | $3,985-37.8% | $6,400-61.3% |
| Admin fee / account holder | $294 | $9,127-96.8% | $6,833-95.7% | $11,425-97.4% |