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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 | $29,495 | $56,197-47.5% | $67,652-56.4% | $59,633-50.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.76% | 18508.10%-18510.9pp | 6625.40%-6628.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $2,551 | $1,615+58.0% | $2,266+12.6% | $2,203+15.8% |
| Participant deferral / active EE | $2,887 | $2,844+1.5% | $3,560-18.9% | $3,192-9.5% |
| Admin fee / account holder | $260 | $3,958-93.4% | $4,821-94.6% | $4,297-93.9% |