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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 | $62,834 | $78,682-20.1% | $109,188-42.5% | $85,851-26.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.48% | 25.09%-16.6pp | 25.76%-17.3pp | 318.63%-310.2pp |
| Employer contribution / active EE | $6,945 | $2,734+154.1% | $3,723+86.6% | $2,565+170.7% |
| Participant deferral / active EE | $3,387 | $3,468-2.3% | $4,654-27.2% | $3,952-14.3% |
| Admin fee / account holder | $19 | $5,470-99.7% | $6,755-99.7% | $6,261-99.7% |