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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 | $30,846 | $138,114-77.7% | $125,391-75.4% | $134,545-77.1% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -21.65% | 750.88%-772.5pp | 572.41%-594.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $4,078 | $5,246-22.3% | $4,816-15.3% | $4,742-14.0% |
| Participant deferral / active EE | $7,983 | $7,801+2.3% | $7,448+7.2% | $6,401+24.7% |
| Admin fee / account holder | $16 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |