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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 | $131,575 | $162,785-19.2% | $133,959-1.8% | $158,950-17.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.42% | 41.94%-36.5pp | 45.09%-39.7pp | 302.91%-297.5pp |
| Employer contribution / active EE | $5,222 | $4,975+5.0% | $3,919+33.3% | $4,762+9.7% |
| Participant deferral / active EE | $10,054 | $5,910+70.1% | $5,047+99.2% | $5,983+68.0% |
| Admin fee / account holder | $20 | $11,738-99.8% | $8,928-99.8% | $11,248-99.8% |