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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 | $236,368 | $85,196+177.4% | $76,383+209.5% | $145,897+62.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 10.10% | 13.13%-3.0pp | 13.79%-3.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $14,813 | $5,268+181.2% | $4,587+223.0% | $4,663+217.7% |
| Participant deferral / active EE | $6,039 | $6,386-5.4% | $5,474+10.3% | $6,689-9.7% |
| Admin fee / account holder | $132 | $5,786-97.7% | $5,147-97.4% | $13,390-99.0% |