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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 | $88,405 | $102,663-13.9% | $86,216+2.5% | $139,466-36.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 2.86% | 1924.52%-1921.7pp | 1169.42%-1166.6pp | 373.66%-370.8pp |
| Employer contribution / active EE | $3,874 | $3,035+27.7% | $2,382+62.7% | $4,754-18.5% |
| Participant deferral / active EE | $10,555 | $4,677+125.7% | $3,986+164.8% | $6,712+57.3% |
| Admin fee / account holder | $16 | $8,663-99.8% | $6,853-99.8% | $11,409-99.9% |