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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 | $20,333 | $92,743-78.1% | $82,744-75.4% | $134,532-84.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -23.09% | 946.63%-969.7pp | 702.22%-725.3pp | 418.27%-441.4pp |
| Employer contribution / active EE | $3,084 | $3,273-5.8% | $3,008+2.5% | $4,741-34.9% |
| Participant deferral / active EE | $6,289 | $4,802+31.0% | $4,395+43.1% | $6,401-1.7% |
| Admin fee / account holder | $285 | $5,977-95.2% | $5,325-94.6% | $11,429-97.5% |