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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 | $153,889 | $99,345+54.9% | $84,753+81.6% | $273,972-43.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.68% | 22.93%-24.6pp | 22.78%-24.5pp | 41.46%-43.1pp |
| Employer contribution / active EE | $9,977 | $4,214+136.8% | $3,574+179.1% | $4,869+104.9% |
| Participant deferral / active EE | $8,189 | $4,270+91.8% | $3,712+120.6% | $5,287+54.9% |
| Admin fee / account holder | $196 | $6,645-97.1% | $5,333-96.3% | $10,133-98.1% |