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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 | $209,497 | $96,965+116.1% | $97,995+113.8% | $147,585+41.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 7.22% | 24.11%-16.9pp | 23.94%-16.7pp | 578.58%-571.4pp |
| Employer contribution / active EE | $10,831 | $4,536+138.7% | $4,158+160.5% | $4,876+122.1% |
| Participant deferral / active EE | $12,000 | $5,081+136.2% | $5,097+135.4% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |