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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 | $125,348 | $176,077-28.8% | $159,455-21.4% | $167,518-25.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.06% | 331.83%-325.8pp | 263.63%-257.6pp | 478.71%-472.6pp |
| Employer contribution / active EE | $17,591 | $5,298+232.0% | $4,830+264.2% | $4,838+263.6% |
| Participant deferral / active EE | $22,750 | $7,751+193.5% | $7,353+209.4% | $6,342+258.7% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |