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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 | $224,471 | $114,013+96.9% | $103,693+116.5% | $155,188+44.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.52% | 49.31%-41.8pp | 47.61%-40.1pp | 148.84%-141.3pp |
| Employer contribution / active EE | $8,773 | $3,131+180.2% | $2,920+200.4% | $4,248+106.5% |
| Participant deferral / active EE | $32,875 | $4,970+561.5% | $4,579+617.9% | $6,531+403.4% |
| Admin fee / account holder | $40 | $8,407-99.5% | $7,858-99.5% | $14,480-99.7% |