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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 | $84,156 | $111,814-24.7% | $103,378-18.6% | $145,978-42.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.55% | 24.80%-16.3pp | 24.91%-16.4pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,762 | $4,215-34.5% | $3,870-28.6% | $4,662-40.8% |
| Participant deferral / active EE | $9,147 | $5,618+62.8% | $5,058+80.9% | $6,690+36.7% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |