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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 | $234,415 | $101,063+131.9% | $81,473+187.7% | $147,585+58.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.07% | 32.41%-25.3pp | 38.78%-31.7pp | 578.58%-571.5pp |
| Employer contribution / active EE | $6,541 | $3,206+104.1% | $2,568+154.7% | $4,876+34.1% |
| Participant deferral / active EE | $8,250 | $4,242+94.5% | $3,537+133.2% | $5,439+51.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |