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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 | $22,486 | $148,629-84.9% | $135,982-83.5% | $139,487-83.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 10.46% | 79.33%-68.9pp | 68.32%-57.9pp | 373.84%-363.4pp |
| Employer contribution / active EE | $2,225 | $5,247-57.6% | $4,859-54.2% | $4,755-53.2% |
| Participant deferral / active EE | $6,404 | $8,102-21.0% | $7,760-17.5% | $6,713-4.6% |
| Admin fee / account holder | $260 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |