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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 | $77,287 | $201,372-61.6% | $184,260-58.1% | $145,884-47.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.73% | 29.04%-21.3pp | 28.84%-21.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $5,212 | $7,024-25.8% | $6,427-18.9% | $4,662+11.8% |
| Participant deferral / active EE | $11,437 | $9,808+16.6% | $9,133+25.2% | $6,690+71.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |