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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 | $226,867 | $159,978+41.8% | $147,041+54.3% | $145,978+55.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.12% | 98.36%-89.2pp | 419.21%-410.1pp | 550.52%-541.4pp |
| Employer contribution / active EE | $1,732 | $5,288-67.2% | $4,935-64.9% | $4,662-62.8% |
| Participant deferral / active EE | $5,265 | $8,429-37.5% | $8,071-34.8% | $6,690-21.3% |
| Admin fee / account holder | $77 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |