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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 | $36,030 | $144,130-75.0% | $117,861-69.4% | $147,586-75.6% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 4.85% | 531.20%-526.3pp | 335.11%-330.3pp | 578.59%-573.7pp |
| Employer contribution / active EE | $2,250 | $4,897-54.1% | $3,786-40.6% | $4,876-53.9% |
| Participant deferral / active EE | $3,000 | $5,316-43.6% | $4,482-33.1% | $5,439-44.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |