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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 | $238,899 | $124,425+92.0% | $112,040+113.2% | $137,256+74.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.64% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $13,476 | $3,411+295.0% | $2,954+356.2% | $4,156+224.2% |
| Participant deferral / active EE | $7,995 | $5,718+39.8% | $5,098+56.8% | $6,407+24.8% |
| Admin fee / account holder | $51 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |