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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 | $107,064 | $127,296-15.9% | $109,907-2.6% | $167,536-36.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.53% | 22.97%-16.4pp | 29.46%-22.9pp | 478.82%-472.3pp |
| Employer contribution / active EE | $13,272 | $3,325+299.2% | $2,844+366.7% | $4,839+174.3% |
| Participant deferral / active EE | $4,230 | $4,513-6.3% | $4,047+4.5% | $6,342-33.3% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |