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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 | $92,877 | $124,351-25.3% | $109,188-14.9% | $167,553-44.6% |
| Participation rate | 95.2% | 79.4%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 9.60% | 26.04%-16.4pp | 25.76%-16.2pp | 478.89%-469.3pp |
| Employer contribution / active EE | $26,853 | $4,210+537.9% | $3,723+621.2% | $4,840+454.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $228 | $7,975-97.1% | $6,755-96.6% | $12,316-98.1% |