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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 | $108,308 | $106,918+1.3% | $84,021+28.9% | $152,897-29.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.28% | 105.01%-102.7pp | 71.32%-69.0pp | 345.43%-343.2pp |
| Employer contribution / active EE | $2,507 | $2,735-8.3% | $1,984+26.4% | $4,764-47.4% |
| Participant deferral / active EE | $6,528 | $4,012+62.7% | $3,239+101.6% | $5,851+11.6% |
| Admin fee / account holder | $38 | $8,288-99.5% | $6,102-99.4% | $11,599-99.7% |