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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 | $76,679 | $183,592-58.2% | $155,567-50.7% | $145,959-47.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.77% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,443 | $5,315-72.8% | $4,674-69.1% | $4,661-69.0% |
| Participant deferral / active EE | $3,850 | $6,464-40.4% | $5,628-31.6% | $6,689-42.4% |
| Admin fee / account holder | $255 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |