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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 | $29,042 | $138,075-79.0% | $123,552-76.5% | $135,379-78.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.34% | 153.70%-165.0pp | 119.20%-130.5pp | 519.79%-531.1pp |
| Employer contribution / active EE | $3,702 | $5,152-28.1% | $4,628-20.0% | $4,779-22.5% |
| Participant deferral / active EE | $5,948 | $6,800-12.5% | $6,426-7.4% | $5,609+6.0% |
| Admin fee / account holder | $174 | $10,917-98.4% | $9,285-98.1% | $10,828-98.4% |