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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 | $7,849 | $82,314-90.5% | $68,808-88.6% | $134,532-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -42.48% | -2.18%-40.3pp | -6.37%-36.1pp | 418.27%-460.7pp |
| Employer contribution / active EE | $2,081 | $3,301-37.0% | $2,656-21.6% | $4,741-56.1% |
| Participant deferral / active EE | $5,715 | $4,740+20.6% | $3,942+45.0% | $6,401-10.7% |
| Admin fee / account holder | $124 | $6,484-98.1% | $4,936-97.5% | $11,429-98.9% |