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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 | $31,032 | $148,623-79.1% | $135,974-77.2% | $139,466-77.7% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 10.11% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,367 | $5,246-54.9% | $4,859-51.3% | $4,754-50.2% |
| Participant deferral / active EE | $5,783 | $8,103-28.6% | $7,760-25.5% | $6,712-13.8% |
| Admin fee / account holder | $100 | $12,406-99.2% | $10,767-99.1% | $11,409-99.1% |