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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 | $36,352 | $92,684-60.8% | $82,706-56.0% | $134,509-73.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.36% | 945.84%-970.2pp | 701.76%-726.1pp | 418.13%-442.5pp |
| Employer contribution / active EE | $4,652 | $3,272+42.2% | $3,007+54.7% | $4,741-1.9% |
| Participant deferral / active EE | $11,784 | $4,800+145.5% | $4,394+168.2% | $6,400+84.1% |
| Admin fee / account holder | $5 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |