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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 | $45,660 | $110,337-58.6% | $102,383-55.4% | $145,877-68.7% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 6.23% | 24.83%-18.6pp | 24.94%-18.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $6,117 | $4,216+45.1% | $3,870+58.0% | $4,663+31.2% |
| Participant deferral / active EE | $2,485 | $5,621-55.8% | $5,060-50.9% | $6,691-62.9% |
| Admin fee / account holder | $16 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |