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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 | $42,815 | $167,362-74.4% | $143,799-70.2% | $134,532-68.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.79% | 0.47%-29.3pp | -0.04%-28.7pp | 418.27%-447.1pp |
| Employer contribution / active EE | $5,167 | $5,620-8.1% | $4,952+4.3% | $4,741+9.0% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $214 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |