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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 | $149,320 | $142,426+4.8% | $115,167+29.7% | $152,909-2.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -15.05% | 41.48%-56.5pp | 35.60%-50.7pp | 345.46%-360.5pp |
| Employer contribution / active EE | $16,875 | $4,011+320.8% | $3,179+430.8% | $4,764+254.2% |
| Participant deferral / active EE | $12,500 | $5,165+142.0% | $4,169+199.9% | $5,851+113.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |