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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 | $111,171 | $118,708-6.3% | $98,920+12.4% | $158,982-30.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.7pp |
| Annual return | 3.29% | 372.49%-369.2pp | 196.47%-193.2pp | 302.99%-299.7pp |
| Employer contribution / active EE | $580 | $3,334-82.6% | $2,689-78.4% | $4,763-87.8% |
| Participant deferral / active EE | $3,837 | $5,089-24.6% | $4,245-9.6% | $5,983-35.9% |
| Admin fee / account holder | $83 | $10,134-99.2% | $6,643-98.7% | $11,252-99.3% |