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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 | $104,171 | $107,368-3.0% | $92,915+12.1% | $152,909-31.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.60% | 145.64%-142.0pp | 109.45%-105.9pp | 345.46%-341.9pp |
| Employer contribution / active EE | $50,028 | $4,222+1084.8% | $3,653+1269.3% | $4,764+950.2% |
| Participant deferral / active EE | $48,250 | $4,848+895.3% | $4,238+1038.5% | $5,851+724.6% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |