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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 | $152,102 | $167,533-9.2% | $151,645+0.3% | $134,545+13.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.19% | 7.81%-32.0pp | 3.34%-27.5pp | 418.37%-442.6pp |
| Employer contribution / active EE | $9,000 | $6,828+31.8% | $6,165+46.0% | $4,742+89.8% |
| Participant deferral / active EE | $27,000 | $8,985+200.5% | $8,363+222.9% | $6,401+321.8% |
| Admin fee / account holder | $30 | $13,781-99.8% | $11,614-99.7% | $11,431-99.7% |