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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 | $46,567 | $117,895-60.5% | $102,460-54.6% | $145,897-68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.52% | 31.92%-24.4pp | 29.47%-21.9pp | 552.29%-544.8pp |
| Employer contribution / active EE | $7,729 | $3,619+113.6% | $3,025+155.5% | $4,663+65.8% |
| Participant deferral / active EE | $4,864 | $5,736-15.2% | $5,056-3.8% | $6,689-27.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |