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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 | $52,664 | $58,828-10.5% | $78,002-32.5% | $62,881-16.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.74% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $3,604 | $1,672+115.6% | $2,470+45.9% | $2,281+58.0% |
| Participant deferral / active EE | $1,674 | $2,686-37.7% | $3,497-52.1% | $3,203-47.7% |
| Admin fee / account holder | $126 | $4,393-97.1% | $5,481-97.7% | $4,296-97.1% |