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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 | $71,269 | $105,866-32.7% | $90,766-21.5% | $134,545-47.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.41% | -10.99%-9.4pp | -12.16%-8.3pp | 418.37%-438.8pp |
| Employer contribution / active EE | $17,308 | $3,464+399.7% | $2,922+492.4% | $4,742+265.0% |
| Participant deferral / active EE | $27,000 | $5,217+417.5% | $4,565+491.5% | $6,401+321.8% |
| Admin fee / account holder | $220 | $13,938-98.4% | $8,446-97.4% | $11,431-98.1% |