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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 | $42,292 | $175,231-75.9% | $149,696-71.7% | $139,466-69.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 3.11% | 166.77%-163.7pp | 134.46%-131.3pp | 373.66%-370.6pp |
| Employer contribution / active EE | $2,692 | $5,478-50.9% | $4,821-44.2% | $4,754-43.4% |
| Participant deferral / active EE | $4,917 | $6,521-24.6% | $5,682-13.5% | $6,712-26.7% |
| Admin fee / account holder | $300 | $16,155-98.1% | $13,212-97.7% | $11,409-97.4% |