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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 | $56,544 | $85,766-34.1% | $136,298-58.5% | $70,126-19.4% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 11.48% | 31.46%-20.0pp | 5156.27%-5144.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,844 | $2,966-37.8% | $4,696-60.7% | $2,343-21.3% |
| Participant deferral / active EE | $3,301 | $5,051-34.7% | $6,247-47.2% | $3,332-0.9% |
| Admin fee / account holder | $269 | $5,421-95.0% | $9,244-97.1% | $4,645-94.2% |