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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 | $70,613 | $108,897-35.2% | $100,378-29.7% | $145,877-51.6% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 9.53% | 58.17%-48.6pp | 49.41%-39.9pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,492 | $4,420-43.6% | $3,942-36.8% | $4,663-46.6% |
| Participant deferral / active EE | $6,730 | $8,455-20.4% | $8,087-16.8% | $6,691+0.6% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |