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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 | $114,146 | $124,330-8.2% | $109,173+4.6% | $167,536-31.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.87% | 26.04%-22.2pp | 25.75%-21.9pp | 478.82%-474.9pp |
| Employer contribution / active EE | $27,509 | $4,209+553.5% | $3,723+638.9% | $4,839+468.5% |
| Participant deferral / active EE | $1,600 | $5,256-69.6% | $4,654-65.6% | $6,342-74.8% |
| Admin fee / account holder | $53 | $7,974-99.3% | $6,755-99.2% | $12,315-99.6% |