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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 | $80,792 | $168,636-52.1% | $147,618-45.3% | $125,388-35.6% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -9.64% | 77.65%-87.3pp | 61.98%-71.6pp | 282.24%-291.9pp |
| Employer contribution / active EE | $1,854 | $6,252-70.4% | $5,565-66.7% | $4,866-61.9% |
| Participant deferral / active EE | $4,133 | $5,507-24.9% | $4,895-15.6% | $5,352-22.8% |
| Admin fee / account holder | -$113 | $13,580-100.8% | $11,612-101.0% | $9,541-101.2% |