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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 | $100,860 | $149,679-32.6% | $117,039-13.8% | $147,585-31.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 7.02% | 19.31%-12.3pp | 18.95%-11.9pp | 578.58%-571.6pp |
| Employer contribution / active EE | $7,602 | $4,937+54.0% | $3,785+100.9% | $4,876+55.9% |
| Participant deferral / active EE | $6,571 | $4,912+33.8% | $3,929+67.2% | $5,439+20.8% |
| Admin fee / account holder | $1 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |