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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 | $97,008 | $124,330-22.0% | $109,173-11.1% | $167,536-42.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.52% | 26.04%-22.5pp | 25.75%-22.2pp | 478.82%-475.3pp |
| Employer contribution / active EE | $19,739 | $4,209+368.9% | $3,723+430.2% | $4,839+307.9% |
| Participant deferral / active EE | $10,458 | $5,256+98.9% | $4,654+124.7% | $6,342+64.9% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |