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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 | $26,215 | $45,566-42.5% | $64,105-59.1% | $59,633-56.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.93% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,992 | $934+113.2% | $1,820+9.4% | $2,203-9.6% |
| Participant deferral / active EE | $3,135 | $2,057+52.4% | $2,822+11.1% | $3,192-1.8% |
| Admin fee / account holder | $295 | $3,268-91.0% | $4,499-93.4% | $4,297-93.1% |