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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 | $117,179 | $185,225-36.7% | $142,898-18.0% | $167,536-30.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 2.80% | 8558.12%-8555.3pp | 5639.64%-5636.8pp | 478.82%-476.0pp |
| Employer contribution / active EE | $5,431 | $5,607-3.1% | $4,146+31.0% | $4,839+12.2% |
| Participant deferral / active EE | $13,000 | $4,496+189.2% | $3,838+238.7% | $6,342+105.0% |
| Admin fee / account holder | $243 | $8,032-97.0% | $6,560-96.3% | $12,315-98.0% |