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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 | $29,373 | $159,934-81.6% | $147,005-80.0% | $145,959-79.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 7.21% | 98.24%-91.0pp | 418.76%-411.6pp | 561.95%-554.7pp |
| Employer contribution / active EE | $11,787 | $5,287+122.9% | $4,934+138.9% | $4,661+152.9% |
| Participant deferral / active EE | $5,000 | $8,427-40.7% | $8,070-38.0% | $6,689-25.2% |
| Admin fee / account holder | $105 | $15,053-99.3% | $13,006-99.2% | $13,398-99.2% |