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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 | $45,171 | $167,504-73.0% | $151,628-70.2% | $134,509-66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.12% | 7.81%-30.9pp | 3.34%-26.5pp | 418.13%-441.3pp |
| Employer contribution / active EE | $11,597 | $6,828+69.9% | $6,165+88.1% | $4,741+144.6% |
| Participant deferral / active EE | $14,698 | $8,985+63.6% | $8,363+75.8% | $6,400+129.6% |
| Admin fee / account holder | $147 | $13,779-98.9% | $11,613-98.7% | $11,427-98.7% |