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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 | $33,989 | $87,546-61.2% | $75,784-55.2% | $125,389-72.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -18.94% | 13.49%-32.4pp | 9.68%-28.6pp | 282.24%-301.2pp |
| Employer contribution / active EE | $1,878 | $3,930-52.2% | $3,323-43.5% | $4,866-61.4% |
| Participant deferral / active EE | $5,509 | $4,230+30.2% | $3,652+50.9% | $5,352+2.9% |
| Admin fee / account holder | $265 | $6,503-95.9% | $5,300-95.0% | $9,541-97.2% |