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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 | $18,540 | $183,592-89.9% | $155,574-88.1% | $145,877-87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.63% | 61.37%-55.7pp | 64.87%-59.2pp | 551.28%-545.6pp |
| Employer contribution / active EE | $5,185 | $5,317-2.5% | $4,676+10.9% | $4,663+11.2% |
| Participant deferral / active EE | $5,061 | $6,466-21.7% | $5,629-10.1% | $6,691-24.4% |
| Admin fee / account holder | $116 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |