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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 | $71,912 | $166,242-56.7% | $165,071-56.4% | $145,884-50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.08% | 100.44%-94.4pp | 70.17%-64.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $5,390 | $5,283+2.0% | $4,347+24.0% | $4,662+15.6% |
| Participant deferral / active EE | $3,871 | $6,964-44.4% | $6,035-35.9% | $6,690-42.1% |
| Admin fee / account holder | $160 | $16,658-99.0% | $12,695-98.7% | $13,392-98.8% |