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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 | $138,708 | $81,262+70.7% | $155,602-10.9% | $80,911+71.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.14% | 33.34%-23.2pp | 64.81%-54.7pp | 35.63%-25.5pp |
| Employer contribution / active EE | $5,307 | $3,102+71.1% | $4,675+13.5% | $2,756+92.6% |
| Participant deferral / active EE | $5,926 | $3,451+71.7% | $5,629+5.3% | $4,297+37.9% |
| Admin fee / account holder | $182 | $7,992-97.7% | $15,923-98.9% | $6,935-97.4% |