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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 | $24,466 | $138,075-82.3% | $123,552-80.2% | $135,379-81.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -18.91% | 153.70%-172.6pp | 119.20%-138.1pp | 519.79%-538.7pp |
| Employer contribution / active EE | $2,616 | $5,152-49.2% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $11,875 | $6,800+74.6% | $6,426+84.8% | $5,609+111.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |