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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 | $145,854 | $275,752-47.1% | $256,809-43.2% | $198,609-26.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.14% | 34.81%-30.7pp | 32.73%-28.6pp | 202.70%-198.6pp |
| Employer contribution / active EE | $37,284 | $7,721+382.9% | $7,263+413.4% | $5,055+637.5% |
| Participant deferral / active EE | $15,667 | $10,037+56.1% | $9,520+64.6% | $6,977+124.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |