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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 | $88,558 | $180,459-50.9% | $154,108-42.5% | $135,380-34.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.35% | 888.21%-900.6pp | 735.21%-747.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $13,094 | $6,035+117.0% | $5,298+147.2% | $4,779+174.0% |
| Participant deferral / active EE | $17,808 | $5,806+206.7% | $5,081+250.5% | $5,609+217.5% |
| Admin fee / account holder | $1 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |