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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 | $204,362 | $103,387+97.7% | $87,102+134.6% | $152,885+33.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.94% | 28.10%-25.2pp | 28.19%-25.3pp | 345.39%-342.5pp |
| Employer contribution / active EE | $7,330 | $3,221+127.6% | $2,521+190.7% | $4,763+53.9% |
| Participant deferral / active EE | $4,725 | $4,778-1.1% | $4,048+16.7% | $5,851-19.2% |
| Admin fee / account holder | $239 | $12,193-98.0% | $7,491-96.8% | $11,598-97.9% |