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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 | $120,371 | $89,364+34.7% | $141,173-14.7% | $72,986+64.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.46% | 111.86%-96.4pp | 71.40%-55.9pp | 81.01%-65.5pp |
| Employer contribution / active EE | $5,752 | $3,115+84.7% | $4,735+21.5% | $2,440+135.8% |
| Participant deferral / active EE | $5,154 | $5,419-4.9% | $6,710-23.2% | $3,607+42.9% |
| Admin fee / account holder | $61 | $5,959-99.0% | $10,262-99.4% | $5,124-98.8% |