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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 | $12,120 | $93,124-87.0% | $77,100-84.3% | $134,545-91.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -25.32% | 62.68%-88.0pp | 42.35%-67.7pp | 418.37%-443.7pp |
| Employer contribution / active EE | $1,565 | $3,421-54.3% | $2,815-44.4% | $4,742-67.0% |
| Participant deferral / active EE | $5,797 | $5,242+10.6% | $4,430+30.9% | $6,401-9.4% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |