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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 | $83,939 | $84,713-0.9% | $75,717+10.9% | $167,518-49.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 3.74% | 199.49%-195.8pp | 104.58%-100.8pp | 478.71%-475.0pp |
| Employer contribution / active EE | $3,407 | $3,229+5.5% | $2,743+24.2% | $4,838-29.6% |
| Participant deferral / active EE | $2,167 | $4,578-52.7% | $3,821-43.3% | $6,342-65.8% |
| Admin fee / account holder | $223 | $5,357-95.8% | $3,619-93.8% | $12,312-98.2% |