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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 | $101,566 | $95,975+5.8% | $74,549+36.2% | $135,379-25.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.72% | 56.96%-66.7pp | 32.53%-42.3pp | 519.79%-529.5pp |
| Employer contribution / active EE | $14,321 | $2,716+427.3% | $1,961+630.3% | $4,779+199.7% |
| Participant deferral / active EE | $7,096 | $3,844+84.6% | $3,108+128.3% | $5,609+26.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |