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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 | $30,832 | $138,078-77.7% | $125,363-75.4% | $134,509-77.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.30% | 750.49%-781.8pp | 572.15%-603.4pp | 418.13%-449.4pp |
| Employer contribution / active EE | $18,991 | $5,245+262.1% | $4,815+294.4% | $4,741+300.6% |
| Participant deferral / active EE | $12,031 | $7,800+54.3% | $7,447+61.6% | $6,400+88.0% |
| Admin fee / account holder | $54 | $11,566-99.5% | $10,005-99.5% | $11,427-99.5% |