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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 | $227,257 | $98,776+130.1% | $149,745+51.8% | $79,856+184.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.40% | 27.38%-17.0pp | 276.72%-266.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $7,729 | $3,217+140.2% | $4,646+66.4% | $2,471+212.8% |
| Participant deferral / active EE | $9,220 | $5,681+62.3% | $6,843+34.7% | $3,741+146.5% |
| Admin fee / account holder | $84 | $6,053-98.6% | $9,312-99.1% | $5,306-98.4% |