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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 | $86,572 | $201,259-57.0% | $184,200-53.0% | $145,959-40.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.46% | 28.98%-21.5pp | 28.80%-21.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $18,187 | $7,018+159.2% | $6,424+183.1% | $4,661+290.2% |
| Participant deferral / active EE | $13,387 | $9,806+36.5% | $9,132+46.6% | $6,689+100.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |