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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 | $20,724 | $99,053-79.1% | $88,179-76.5% | $138,895-85.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.87% | 78.17%-69.3pp | 64.97%-56.1pp | 145.39%-136.5pp |
| Employer contribution / active EE | $6,818 | $2,882+136.6% | $2,549+167.4% | $4,194+62.6% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $147 | $8,748-98.3% | $7,673-98.1% | $12,562-98.8% |