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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 | $65,753 | $150,435-56.3% | $120,580-45.5% | $145,897-54.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.90% | 154.60%-146.7pp | 107.48%-99.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $5,519 | $4,352+26.8% | $3,469+59.1% | $4,663+18.4% |
| Participant deferral / active EE | $5,189 | $6,174-16.0% | $4,995+3.9% | $6,689-22.4% |
| Admin fee / account holder | $268 | $12,182-97.8% | $9,418-97.2% | $13,390-98.0% |