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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 | $55,457+302.8% | $77,361+188.8% | $94,015+137.6% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 8.85% | 15.57%-6.7pp | 1011.54%-1002.7pp | 17.84%-9.0pp |
| Employer contribution / active EE | $2,744 | $2,255+21.7% | $2,990-8.2% | $2,790-1.6% |
| Participant deferral / active EE | $7,087 | $3,069+130.9% | $3,911+81.2% | $4,249+66.8% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |