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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 | $220,083 | $155,555+41.5% | $146,866+49.9% | $155,188+41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.71% | 115.41%-108.7pp | 102.85%-96.1pp | 148.84%-142.1pp |
| Employer contribution / active EE | $15,407 | $4,647+231.6% | $4,425+248.2% | $4,248+262.7% |
| Participant deferral / active EE | $10,333 | $8,044+28.5% | $7,759+33.2% | $6,531+58.2% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |