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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 | $51,184+336.5% | $66,439+236.3% | $86,983+156.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 8.85% | 17.07%-8.2pp | 757.66%-748.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $2,744 | $2,023+35.7% | $2,637+4.1% | $2,584+6.2% |
| Participant deferral / active EE | $7,087 | $2,927+142.1% | $3,876+82.8% | $4,194+69.0% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |