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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 | $35,218 | $92,219-61.8% | $76,768-54.1% | $135,379-74.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.83% | 5.46%-17.3pp | 2.43%-14.3pp | 519.79%-531.6pp |
| Employer contribution / active EE | $4,760 | $3,216+48.0% | $2,485+91.5% | $4,779-0.4% |
| Participant deferral / active EE | $12,107 | $4,508+168.5% | $3,852+214.3% | $5,609+115.8% |
| Admin fee / account holder | $18 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |