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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 | $136,795 | $167,522-18.3% | $151,639-9.8% | $134,532+1.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.88% | 7.81%-38.7pp | 3.34%-34.2pp | 418.27%-449.1pp |
| Employer contribution / active EE | $4,209 | $6,828-38.4% | $6,165-31.7% | $4,741-11.2% |
| Participant deferral / active EE | $14,506 | $8,986+61.4% | $8,363+73.4% | $6,401+126.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |