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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 | $41,562 | $174,379-76.2% | $152,093-72.7% | $138,895-70.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.35% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,465 | $4,652-68.5% | $4,175-64.9% | $4,194-65.1% |
| Participant deferral / active EE | $4,918 | $6,159-20.2% | $5,451-9.8% | $6,396-23.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |