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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 | $242,669 | $115,917+109.3% | $100,535+141.4% | $158,982+52.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.87% | 34.80%-31.9pp | 30.90%-28.0pp | 302.99%-300.1pp |
| Employer contribution / active EE | $15,802 | $4,105+284.9% | $3,419+362.2% | $4,763+231.8% |
| Participant deferral / active EE | $11,438 | $6,677+71.3% | $6,271+82.4% | $5,983+91.2% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |