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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 | $78,227 | $78,694-0.6% | $67,652+15.6% | $125,389-37.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.54% | 9.46%-13.0pp | 6625.40%-6628.9pp | 282.24%-285.8pp |
| Employer contribution / active EE | $9,046 | $3,044+197.2% | $2,266+299.3% | $4,866+85.9% |
| Participant deferral / active EE | $4,510 | $4,292+5.1% | $3,560+26.7% | $5,352-15.7% |
| Admin fee / account holder | $9 | $7,403-99.9% | $4,821-99.8% | $9,541-99.9% |