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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 | $72,584 | $167,353-56.6% | $143,797-49.5% | $134,545-46.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -21.96% | 0.48%-22.4pp | -0.04%-21.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $2,989 | $5,620-46.8% | $4,952-39.7% | $4,742-37.0% |
| Participant deferral / active EE | $6,283 | $6,447-2.5% | $5,638+11.4% | $6,401-1.8% |
| Admin fee / account holder | $10 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |