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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 | $97,204 | $88,702+9.6% | $81,780+18.9% | $145,978-33.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.18% | 1029.12%-1021.9pp | 776.27%-769.1pp | 550.52%-543.3pp |
| Employer contribution / active EE | $2,173 | $3,084-29.6% | $2,914-25.4% | $4,662-53.4% |
| Participant deferral / active EE | $2,325 | $4,645-50.0% | $4,321-46.2% | $6,690-65.3% |
| Admin fee / account holder | $140 | $8,414-98.3% | $7,384-98.1% | $13,400-99.0% |