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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 | $119,217 | $202,342-41.1% | $172,752-31.0% | $152,897-22.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 2.67% | 1029.83%-1027.2pp | 802.97%-800.3pp | 345.43%-342.8pp |
| Employer contribution / active EE | $3,483 | $5,858-40.5% | $5,144-32.3% | $4,764-26.9% |
| Participant deferral / active EE | $6,298 | $5,948+5.9% | $5,198+21.2% | $5,851+7.6% |
| Admin fee / account holder | $297 | $17,111-98.3% | $13,955-97.9% | $11,599-97.4% |