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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 | $50,840 | $198,461-74.4% | $170,436-70.2% | $147,585-65.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.37% | 257.30%-256.9pp | 205.94%-205.6pp | 578.57%-578.2pp |
| Employer contribution / active EE | $8,146 | $6,184+31.7% | $5,433+49.9% | $4,876+67.1% |
| Participant deferral / active EE | $3,627 | $5,629-35.6% | $4,939-26.6% | $5,439-33.3% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |