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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 | $46,522 | $138,075-66.3% | $123,552-62.3% | $135,379-65.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.36% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $5,667 | $5,152+10.0% | $4,628+22.4% | $4,779+18.6% |
| Participant deferral / active EE | $9,850 | $6,800+44.9% | $6,426+53.3% | $5,609+75.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |