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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 | $225,372 | $160,070+40.8% | $147,117+53.2% | $145,897+54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.92% | 98.69%-93.8pp | 420.54%-415.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $4,262 | $5,285-19.4% | $4,932-13.6% | $4,663-8.6% |
| Participant deferral / active EE | $28,678 | $8,419+240.6% | $8,065+255.6% | $6,689+328.7% |
| Admin fee / account holder | $168 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |