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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 | $48,100 | $121,656-60.5% | $104,614-54.0% | $158,950-69.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.34% | 465.51%-465.9pp | 340.56%-340.9pp | 302.91%-303.2pp |
| Employer contribution / active EE | $2,659 | $3,164-16.0% | $2,681-0.8% | $4,762-44.2% |
| Participant deferral / active EE | $2,197 | $4,177-47.4% | $3,739-41.2% | $5,983-63.3% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |