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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 | $35,335 | $78,694-55.1% | $67,652-47.8% | $125,389-71.8% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 83.2%+11.8pp |
| Annual return | -3.93% | 9.46%-13.4pp | 6625.40%-6629.3pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,082 | $3,044-31.6% | $2,266-8.1% | $4,866-57.2% |
| Participant deferral / active EE | $1,861 | $4,292-56.6% | $3,560-47.7% | $5,352-65.2% |
| Admin fee / account holder | $152 | $7,403-97.9% | $4,821-96.8% | $9,541-98.4% |