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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 | $197,969 | $106,918+85.2% | $84,021+135.6% | $152,897+29.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.04% | 105.01%-100.0pp | 71.32%-66.3pp | 345.43%-340.4pp |
| Employer contribution / active EE | $2,070 | $2,735-24.3% | $1,984+4.4% | $4,764-56.5% |
| Participant deferral / active EE | $1,711 | $4,012-57.3% | $3,239-47.2% | $5,851-70.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |