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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 | $204,608 | $201,259+1.7% | $184,200+11.1% | $145,959+40.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 6.86% | 28.98%-22.1pp | 28.80%-21.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $20,236 | $7,018+188.3% | $6,424+215.0% | $4,661+334.2% |
| Participant deferral / active EE | $18,772 | $9,806+91.4% | $9,132+105.6% | $6,689+180.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |