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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 | $120,997 | $97,125+24.6% | $86,233+40.3% | $137,256-11.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.69% | 74.19%-65.5pp | 61.39%-52.7pp | 220.34%-211.6pp |
| Employer contribution / active EE | $7,448 | $2,841+162.1% | $2,504+197.4% | $4,156+79.2% |
| Participant deferral / active EE | $16,089 | $5,180+210.6% | $4,559+252.9% | $6,407+151.1% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |