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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 | $118,409 | $157,276-24.7% | $141,177-16.1% | $152,885-22.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.81% | 64.33%-59.5pp | 71.40%-66.6pp | 345.39%-340.6pp |
| Employer contribution / active EE | $22,613 | $5,262+329.8% | $4,736+377.5% | $4,763+374.8% |
| Participant deferral / active EE | $15,994 | $7,110+124.9% | $6,710+138.4% | $5,851+173.4% |
| Admin fee / account holder | $15 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |