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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 | $111,035 | $102,638+8.2% | $81,982+35.4% | $158,982-30.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -5.92% | 61.05%-67.0pp | 41.31%-47.2pp | 302.99%-308.9pp |
| Employer contribution / active EE | $3,120 | $3,241-3.7% | $2,498+24.9% | $4,763-34.5% |
| Participant deferral / active EE | $4,800 | $4,649+3.2% | $3,722+28.9% | $5,983-19.8% |
| Admin fee / account holder | $284 | $8,237-96.6% | $5,665-95.0% | $11,252-97.5% |