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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 | $223,402 | $50,554+341.9% | $67,681+230.1% | $87,485+155.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.85% | 17.81%-9.0pp | 590.58%-581.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $2,744 | $1,988+38.0% | $2,678+2.5% | $2,596+5.7% |
| Participant deferral / active EE | $7,087 | $2,961+139.3% | $3,976+78.3% | $4,274+65.8% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |