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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 | $69,351 | $48,364+43.4% | $71,796-3.4% | $62,881+10.3% |
| Participation rate | 82.8% | 60.6%+22.1pp | 69.1%+13.6pp | 69.3%+13.5pp |
| Annual return | 0.73% | 13.16%-12.4pp | 78.04%-77.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $9,276 | $1,042+790.3% | $1,924+382.0% | $2,281+306.7% |
| Participant deferral / active EE | $1,927 | $2,091-7.9% | $2,794-31.0% | $3,203-39.8% |
| Admin fee / account holder | $272 | $3,771-92.8% | $4,815-94.3% | $4,296-93.7% |