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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 | $39,708 | $138,102-71.2% | $125,381-68.3% | $134,532-70.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -31.97% | 750.73%-782.7pp | 572.31%-604.3pp | 418.27%-450.2pp |
| Employer contribution / active EE | $5,701 | $5,245+8.7% | $4,815+18.4% | $4,741+20.3% |
| Participant deferral / active EE | $16,152 | $7,801+107.1% | $7,448+116.9% | $6,401+152.3% |
| Admin fee / account holder | $125 | $11,568-98.9% | $10,007-98.8% | $11,429-98.9% |