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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 | $127,878 | $106,280+20.3% | $96,538+32.5% | $139,487-8.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.67% | 38.48%-27.8pp | 35.74%-25.1pp | 373.84%-363.2pp |
| Employer contribution / active EE | $12,909 | $4,107+214.3% | $3,740+245.1% | $4,755+171.5% |
| Participant deferral / active EE | $7,085 | $5,457+29.8% | $4,880+45.2% | $6,713+5.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |