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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 | $54,530 | $99,995-45.5% | $85,063-35.9% | $145,978-62.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.79% | 83.99%-76.2pp | 66.54%-58.7pp | 550.52%-542.7pp |
| Employer contribution / active EE | $6,833 | $3,231+111.5% | $2,727+150.6% | $4,662+46.6% |
| Participant deferral / active EE | $4,070 | $5,295-23.1% | $4,523-10.0% | $6,690-39.2% |
| Admin fee / account holder | $40 | $7,255-99.5% | $6,155-99.4% | $13,400-99.7% |