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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 | $78,938 | $124,330-36.5% | $109,173-27.7% | $167,536-52.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.04% | 26.04%-26.0pp | 25.75%-25.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $11,632 | $4,209+176.3% | $3,723+212.4% | $4,839+140.4% |
| Participant deferral / active EE | $6,500 | $5,256+23.7% | $4,654+39.7% | $6,342+2.5% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |