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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 | $32,556 | $168,635-80.7% | $147,617-77.9% | $125,389-74.0% |
| Participation rate | 73.3% | 88.8%-15.4pp | 84.6%-11.3pp | 83.2%-9.9pp |
| Annual return | -7.42% | 77.65%-85.1pp | 61.98%-69.4pp | 282.24%-289.7pp |
| Employer contribution / active EE | $8,483 | $6,252+35.7% | $5,564+52.4% | $4,866+74.3% |
| Participant deferral / active EE | $5,580 | $5,507+1.3% | $4,895+14.0% | $5,352+4.3% |
| Admin fee / account holder | $181 | $13,580-98.7% | $11,612-98.4% | $9,541-98.1% |