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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 | $44,439 | $92,219-51.8% | $76,768-42.1% | $135,379-67.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.79% | 5.46%-14.2pp | 2.43%-11.2pp | 519.79%-528.6pp |
| Employer contribution / active EE | $13,676 | $3,216+325.3% | $2,485+450.3% | $4,779+186.2% |
| Participant deferral / active EE | $9,389 | $4,508+108.3% | $3,852+143.8% | $5,609+67.4% |
| Admin fee / account holder | $15 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |