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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 | $45,422 | $139,948-67.5% | $121,663-62.7% | $154,746-70.6% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | -1.16% | 230.52%-231.7pp | 147.54%-148.7pp | 172.34%-173.5pp |
| Employer contribution / active EE | $840 | $3,521-76.2% | $3,020-72.2% | $4,379-80.8% |
| Participant deferral / active EE | $2,338 | $5,629-58.5% | $4,887-52.2% | $6,730-65.3% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |