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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 | $18,465 | $97,125-81.0% | $86,233-78.6% | $137,256-86.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 4.10% | 74.19%-70.1pp | 61.39%-57.3pp | 220.34%-216.2pp |
| Employer contribution / active EE | $917 | $2,841-67.7% | $2,504-63.4% | $4,156-77.9% |
| Participant deferral / active EE | $969 | $5,180-81.3% | $4,559-78.7% | $6,407-84.9% |
| Admin fee / account holder | $31 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |