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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 | $37,264 | $138,072-73.0% | $123,549-69.8% | $135,382-72.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -35.12% | 153.69%-188.8pp | 119.20%-154.3pp | 519.77%-554.9pp |
| Employer contribution / active EE | $9,825 | $5,152+90.7% | $4,628+112.3% | $4,779+105.6% |
| Participant deferral / active EE | $13,865 | $6,799+103.9% | $6,426+115.8% | $5,609+147.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |