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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 | $5,451 | $88,815-93.9% | $81,882-93.3% | $145,897-96.3% |
| Participation rate | 95.8% | 75.1%+20.8pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 7.87% | 1033.75%-1025.9pp | 779.47%-771.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,832 | $3,086-40.6% | $2,916-37.2% | $4,663-60.7% |
| Participant deferral / active EE | $1,199 | $4,647-74.2% | $4,323-72.3% | $6,689-82.1% |
| Admin fee / account holder | $54 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |