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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 | $79,906 | $124,314-35.7% | $109,163-26.8% | $167,518-52.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.01% | 26.04%-26.0pp | 25.75%-25.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $12,303 | $4,209+192.3% | $3,723+230.5% | $4,838+154.3% |
| Participant deferral / active EE | $7,429 | $5,256+41.3% | $4,654+59.6% | $6,342+17.1% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |