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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 | $92,176 | $102,429-10.0% | $147,096-37.3% | $80,925+13.9% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | -0.02% | 135.02%-135.0pp | 419.75%-419.8pp | 35.65%-35.7pp |
| Employer contribution / active EE | $10,651 | $3,716+186.7% | $4,936+115.8% | $2,756+286.4% |
| Participant deferral / active EE | $12,909 | $6,649+94.2% | $8,071+59.9% | $4,299+200.3% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |