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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 | $181,347 | $97,125+86.7% | $86,233+110.3% | $137,256+32.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.25% | 74.19%-65.9pp | 61.39%-53.1pp | 220.34%-212.1pp |
| Employer contribution / active EE | $11,030 | $2,841+288.2% | $2,504+340.4% | $4,156+165.4% |
| Participant deferral / active EE | $26,000 | $5,180+402.0% | $4,559+470.3% | $6,407+305.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |