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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 | $99,053+83.1% | $88,179+105.7% | $138,895+30.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.25% | 78.17%-69.9pp | 64.97%-56.7pp | 145.39%-137.1pp |
| Employer contribution / active EE | $11,030 | $2,882+282.7% | $2,549+332.6% | $4,194+163.0% |
| Participant deferral / active EE | $26,000 | $5,225+397.6% | $4,614+463.5% | $6,396+306.5% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |