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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 | $20,654 | $100,805-79.5% | $86,698-76.2% | $134,532-84.6% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -20.59% | 29.09%-49.7pp | 35.95%-56.5pp | 418.27%-438.9pp |
| Employer contribution / active EE | $3,642 | $3,490+4.4% | $2,837+28.4% | $4,741-23.2% |
| Participant deferral / active EE | $6,427 | $5,339+20.4% | $4,656+38.0% | $6,401+0.4% |
| Admin fee / account holder | $70 | $10,925-99.4% | $7,493-99.1% | $11,429-99.4% |