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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 | $107,469 | $110,240-2.5% | $96,544+11.3% | $139,487-23.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.33% | 26.41%-17.1pp | 25.88%-16.6pp | 373.84%-364.5pp |
| Employer contribution / active EE | $13,161 | $3,622+263.3% | $2,966+343.7% | $4,755+176.8% |
| Participant deferral / active EE | $8,258 | $5,549+48.8% | $4,851+70.2% | $6,713+23.0% |
| Admin fee / account holder | $30 | $11,602-99.7% | $8,254-99.6% | $11,407-99.7% |