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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 | $225,583 | $98,766+128.4% | $149,730+50.7% | $79,852+182.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.93% | 27.43%-15.5pp | 276.70%-264.8pp | 31.72%-19.8pp |
| Employer contribution / active EE | $2,335 | $3,217-27.4% | $4,645-49.7% | $2,471-5.5% |
| Participant deferral / active EE | $11,673 | $5,681+105.5% | $6,843+70.6% | $3,740+212.1% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |