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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 | $127,694 | $154,754-17.5% | $124,206+2.8% | $138,895-8.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.6%+5.4pp | 79.9%-4.9pp |
| Annual return | 6.41% | 709.28%-702.9pp | 515.27%-508.9pp | 145.39%-139.0pp |
| Employer contribution / active EE | $2,464 | $4,446-44.6% | $3,540-30.4% | $4,194-41.3% |
| Participant deferral / active EE | $8,000 | $4,621+73.1% | $3,968+101.6% | $6,396+25.1% |
| Admin fee / account holder | $24 | $6,690-99.6% | $5,929-99.6% | $12,562-99.8% |