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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 | $197,521 | $183,592+7.6% | $155,574+27.0% | $145,877+35.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.97% | 61.37%-56.4pp | 64.87%-59.9pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,074 | $5,317-79.8% | $4,676-77.0% | $4,663-77.0% |
| Participant deferral / active EE | $4,527 | $6,466-30.0% | $5,629-19.6% | $6,691-32.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |