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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 | $65,330 | $148,629-56.0% | $135,982-52.0% | $139,487-53.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.96% | 79.33%-74.4pp | 68.32%-63.4pp | 373.84%-368.9pp |
| Employer contribution / active EE | $5,530 | $5,247+5.4% | $4,859+13.8% | $4,755+16.3% |
| Participant deferral / active EE | $8,000 | $8,102-1.3% | $7,760+3.1% | $6,713+19.2% |
| Admin fee / account holder | $61 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |