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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 | $132,318 | $109,372+21.0% | $89,414+48.0% | $158,966-16.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.08% | 345.55%-340.5pp | 245.50%-240.4pp | 302.95%-297.9pp |
| Employer contribution / active EE | $9,306 | $3,171+193.4% | $2,586+259.8% | $4,762+95.4% |
| Participant deferral / active EE | $6,850 | $4,598+49.0% | $3,890+76.1% | $5,983+14.5% |
| Admin fee / account holder | $6 | $6,156-99.9% | $4,883-99.9% | $11,250-100.0% |