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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 | $49,551 | $138,076-64.1% | $123,553-59.9% | $135,380-63.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.08% | 153.70%-167.8pp | 119.21%-133.3pp | 519.81%-533.9pp |
| Employer contribution / active EE | $14,074 | $5,152+173.2% | $4,628+204.1% | $4,779+194.5% |
| Participant deferral / active EE | $6,309 | $6,800-7.2% | $6,426-1.8% | $5,609+12.5% |
| Admin fee / account holder | $295 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |