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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 | $166,063 | $209,422-20.7% | $178,503-7.0% | $158,982+4.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.09% | 188.81%-190.9pp | 151.12%-153.2pp | 302.99%-305.1pp |
| Employer contribution / active EE | $2,428 | $5,707-57.5% | $5,011-51.6% | $4,763-49.0% |
| Participant deferral / active EE | $9,249 | $5,955+55.3% | $5,202+77.8% | $5,983+54.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |