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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 | $144,349 | $110,410+30.7% | $102,437+40.9% | $145,897-1.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.11% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $17,959 | $4,217+325.8% | $3,871+364.0% | $4,663+285.2% |
| Participant deferral / active EE | $13,357 | $5,622+137.6% | $5,060+164.0% | $6,689+99.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |