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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 | $167,446 | $157,296+6.5% | $141,191+18.6% | $152,897+9.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.54% | 64.34%-54.8pp | 71.41%-61.9pp | 345.43%-335.9pp |
| Employer contribution / active EE | $12,022 | $5,262+128.5% | $4,736+153.8% | $4,764+152.4% |
| Participant deferral / active EE | $7,152 | $7,111+0.6% | $6,710+6.6% | $5,851+22.2% |
| Admin fee / account holder | $72 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |