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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 | $8,411 | $100,147-91.6% | $81,286-89.7% | $145,877-94.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -5.53% | 34.44%-40.0pp | 24.80%-30.3pp | 551.28%-556.8pp |
| Employer contribution / active EE | $1,345 | $2,977-54.8% | $2,463-45.4% | $4,663-71.2% |
| Participant deferral / active EE | $1,181 | $4,607-74.4% | $3,883-69.6% | $6,691-82.3% |
| Admin fee / account holder | $20 | $8,201-99.8% | $5,764-99.7% | $13,402-99.9% |