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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 | $56,022 | $88,754-36.9% | $81,820-31.5% | $145,877-61.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 7.43% | 1031.77%-1024.3pp | 777.93%-770.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,050 | $3,085-33.6% | $2,915-29.7% | $4,663-56.0% |
| Participant deferral / active EE | $8,917 | $4,648+91.9% | $4,323+106.3% | $6,691+33.3% |
| Admin fee / account holder | $121 | $8,424-98.6% | $7,391-98.4% | $13,402-99.1% |