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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 | $90,315 | $93,346-3.2% | $71,796+25.8% | $273,972-67.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 0.43% | 130.39%-130.0pp | 78.04%-77.6pp | 41.46%-41.0pp |
| Employer contribution / active EE | $1,399 | $2,733-48.8% | $1,924-27.3% | $4,869-71.3% |
| Participant deferral / active EE | $3,691 | $3,475+6.2% | $2,794+32.1% | $5,287-30.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |