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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 | $100,203+53.6% | $85,240+80.5% | $145,897+5.5% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 5.63% | 84.28%-78.6pp | 66.75%-61.1pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,501 | $3,242-53.7% | $2,735-45.1% | $4,663-67.8% |
| Participant deferral / active EE | $6,486 | $5,299+22.4% | $4,527+43.3% | $6,689-3.0% |
| Admin fee / account holder | $16 | $7,265-99.8% | $6,165-99.7% | $13,390-99.9% |