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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 | $186,056 | $115,814+60.7% | $101,275+83.7% | $158,982+17.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.42% | 56.16%-50.7pp | 46.48%-41.1pp | 302.99%-297.6pp |
| Employer contribution / active EE | $3,012 | $4,176-27.9% | $3,660-17.7% | $4,763-36.8% |
| Participant deferral / active EE | $14,023 | $4,958+182.8% | $4,371+220.8% | $5,983+134.4% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |