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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 | $23,835 | $106,280-77.6% | $96,538-75.3% | $139,487-82.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | -27.04% | 38.48%-65.5pp | 35.74%-62.8pp | 373.84%-400.9pp |
| Employer contribution / active EE | $3,127 | $4,107-23.9% | $3,740-16.4% | $4,755-34.2% |
| Participant deferral / active EE | $13,259 | $5,457+143.0% | $4,880+171.7% | $6,713+97.5% |
| Admin fee / account holder | $83 | $7,888-98.9% | $6,737-98.8% | $11,407-99.3% |