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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 | $148,092 | $201,259-26.4% | $184,200-19.6% | $145,959+1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.51% | 28.98%-23.5pp | 28.80%-23.3pp | 561.95%-556.4pp |
| Employer contribution / active EE | $25,347 | $7,018+261.2% | $6,424+294.6% | $4,661+443.8% |
| Participant deferral / active EE | $23,875 | $9,806+143.5% | $9,132+161.4% | $6,689+257.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |