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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 | $102,498 | $202,342-49.3% | $172,753-40.7% | $152,909-33.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.76% | 1029.88%-1019.1pp | 803.00%-792.2pp | 345.46%-334.7pp |
| Employer contribution / active EE | $9,521 | $5,857+62.5% | $5,144+85.1% | $4,764+99.9% |
| Participant deferral / active EE | $2,353 | $5,948-60.4% | $5,198-54.7% | $5,851-59.8% |
| Admin fee / account holder | $193 | $17,112-98.9% | $13,956-98.6% | $11,601-98.3% |