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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 | $232,369 | $100,895+130.3% | $90,430+157.0% | $158,950+46.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 5.25% | 1725.54%-1720.3pp | 1293.73%-1288.5pp | 302.91%-297.7pp |
| Employer contribution / active EE | $3,370 | $3,689-8.6% | $3,262+3.3% | $4,762-29.2% |
| Participant deferral / active EE | $6,262 | $4,347+44.0% | $3,963+58.0% | $5,983+4.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |