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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 | $31,413 | $112,935-72.2% | $90,970-65.5% | $158,966-80.2% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 3.90% | 215.79%-211.9pp | 134.58%-130.7pp | 302.95%-299.0pp |
| Employer contribution / active EE | $1,599 | $2,895-44.8% | $2,122-24.7% | $4,762-66.4% |
| Participant deferral / active EE | $2,634 | $4,129-36.2% | $3,373-21.9% | $5,983-56.0% |
| Admin fee / account holder | $72 | $8,045-99.1% | $5,960-98.8% | $11,250-99.4% |