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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 | $19,525 | $138,102-85.9% | $125,381-84.4% | $134,532-85.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.01% | 750.73%-777.7pp | 572.31%-599.3pp | 418.27%-445.3pp |
| Employer contribution / active EE | $11,330 | $5,245+116.0% | $4,815+135.3% | $4,741+139.0% |
| Participant deferral / active EE | $7,311 | $7,801-6.3% | $7,448-1.8% | $6,401+14.2% |
| Admin fee / account holder | $222 | $11,568-98.1% | $10,007-97.8% | $11,429-98.1% |