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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 | $55,569 | $81,696-32.0% | $70,494-21.2% | $158,982-65.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.69% | 208.70%-206.0pp | 109.16%-106.5pp | 302.99%-300.3pp |
| Employer contribution / active EE | $3,756 | $3,220+16.6% | $2,738+37.2% | $4,763-21.1% |
| Participant deferral / active EE | $2,831 | $4,558-37.9% | $3,711-23.7% | $5,983-52.7% |
| Admin fee / account holder | $193 | $6,200-96.9% | $3,848-95.0% | $11,252-98.3% |