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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 | $89,483 | $85,060+5.2% | $70,565+26.8% | $139,487-35.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 7.79% | 30.39%-22.6pp | 32.79%-25.0pp | 373.84%-366.0pp |
| Employer contribution / active EE | $8,367 | $3,912+113.9% | $2,976+181.2% | $4,755+76.0% |
| Participant deferral / active EE | $10,500 | $5,891+78.2% | $4,568+129.8% | $6,713+56.4% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |