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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 | $152,056 | $152,612-0.4% | $125,192+21.5% | $152,897-0.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -0.55% | 54.85%-55.4pp | 43.79%-44.3pp | 345.43%-346.0pp |
| Employer contribution / active EE | $3,215 | $4,947-35.0% | $3,866-16.8% | $4,764-32.5% |
| Participant deferral / active EE | $9,133 | $5,868+55.6% | $4,937+85.0% | $5,851+56.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |