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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 | $34,062 | $77,817-56.2% | $123,553-72.4% | $64,173-46.9% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -10.39% | 12.49%-22.9pp | 119.21%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,968 | $3,014-34.7% | $4,628-57.5% | $2,381-17.4% |
| Participant deferral / active EE | $3,079 | $5,240-41.2% | $6,426-52.1% | $3,470-11.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |