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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 | $194,725 | $48,327+302.9% | $67,575+188.2% | $80,935+140.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 6.82% | 18.31%-11.5pp | 3528.98%-3522.2pp | 35.66%-28.8pp |
| Employer contribution / active EE | $2,254 | $2,022+11.4% | $2,736-17.6% | $2,757-18.3% |
| Participant deferral / active EE | $6,532 | $2,927+123.1% | $4,003+63.1% | $4,299+51.9% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |