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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 | $20,108 | $138,078-85.4% | $125,363-84.0% | $134,509-85.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -31.72% | 750.49%-782.2pp | 572.15%-603.9pp | 418.13%-449.9pp |
| Employer contribution / active EE | $1,908 | $5,245-63.6% | $4,815-60.4% | $4,741-59.7% |
| Participant deferral / active EE | $11,910 | $7,800+52.7% | $7,447+59.9% | $6,400+86.1% |
| Admin fee / account holder | $47 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |