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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 | $73,308 | $160,028-54.2% | $147,080-50.2% | $145,884-49.7% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 8.57% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,371 | $5,286-74.1% | $4,933-72.2% | $4,662-70.6% |
| Participant deferral / active EE | $5,146 | $8,422-38.9% | $8,066-36.2% | $6,690-23.1% |
| Admin fee / account holder | $171 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |