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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 | $69,843 | $104,924-33.4% | $84,623-17.5% | $152,885-54.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | -11.31% | 373.82%-385.1pp | 258.77%-270.1pp | 345.39%-356.7pp |
| Employer contribution / active EE | $1,910 | $3,302-42.2% | $2,652-28.0% | $4,763-59.9% |
| Participant deferral / active EE | $9,140 | $4,689+95.0% | $3,899+134.4% | $5,851+56.2% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |