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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 | $201,370-57.0% | $184,256-53.0% | $145,897-40.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.46% | 29.05%-21.6pp | 28.85%-21.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $18,187 | $7,024+158.9% | $6,427+183.0% | $4,663+290.1% |
| Participant deferral / active EE | $13,387 | $9,808+36.5% | $9,133+46.6% | $6,689+100.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |