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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 | $110,867 | $176,077-37.0% | $159,455-30.5% | $167,518-33.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.29% | 331.83%-331.5pp | 263.63%-263.3pp | 478.71%-478.4pp |
| Employer contribution / active EE | $1,280 | $5,298-75.8% | $4,830-73.5% | $4,838-73.5% |
| Participant deferral / active EE | $5,680 | $7,751-26.7% | $7,353-22.8% | $6,342-10.4% |
| Admin fee / account holder | $114 | $12,556-99.1% | $10,800-98.9% | $12,312-99.1% |