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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 | $95,131 | $112,131-15.2% | $95,964-0.9% | $158,982-40.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -4.79% | 171.19%-176.0pp | 91.64%-96.4pp | 302.99%-307.8pp |
| Employer contribution / active EE | $4,615 | $3,199+44.3% | $2,541+81.6% | $4,763-3.1% |
| Participant deferral / active EE | $5,903 | $4,784+23.4% | $4,167+41.7% | $5,983-1.4% |
| Admin fee / account holder | $32 | $10,136-99.7% | $6,797-99.5% | $11,252-99.7% |