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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 | $137,796 | $176,120-21.8% | $159,487-13.6% | $167,553-17.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.85% | 331.95%-322.1pp | 263.71%-253.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $3,376 | $5,299-36.3% | $4,831-30.1% | $4,840-30.2% |
| Participant deferral / active EE | $8,257 | $7,752+6.5% | $7,354+12.3% | $6,343+30.2% |
| Admin fee / account holder | $192 | $12,561-98.5% | $10,804-98.2% | $12,316-98.4% |