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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 | $156,067 | $165,361-5.6% | $149,715+4.2% | $158,950-1.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.68% | 348.24%-346.6pp | 276.66%-275.0pp | 302.91%-301.2pp |
| Employer contribution / active EE | $4,940 | $5,103-3.2% | $4,645+6.4% | $4,762+3.7% |
| Participant deferral / active EE | $15,600 | $7,182+117.2% | $6,842+128.0% | $5,983+160.8% |
| Admin fee / account holder | $65 | $10,808-99.4% | $9,310-99.3% | $11,248-99.4% |