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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 | $93,336 | $102,422-8.9% | $147,117-36.6% | $80,959+15.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.22% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $4,283 | $3,717+15.2% | $4,932-13.2% | $2,757+55.3% |
| Participant deferral / active EE | $9,369 | $6,652+40.8% | $8,065+16.2% | $4,300+117.9% |
| Admin fee / account holder | $234 | $7,953-97.1% | $12,993-98.2% | $6,925-96.6% |