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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 | $156,708 | $110,379+42.0% | $102,412+53.0% | $145,884+7.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.61% | 24.84%-21.2pp | 24.94%-21.3pp | 551.85%-548.2pp |
| Employer contribution / active EE | $26,573 | $4,216+530.3% | $3,870+586.7% | $4,662+470.0% |
| Participant deferral / active EE | $12,240 | $5,622+117.7% | $5,060+141.9% | $6,690+83.0% |
| Admin fee / account holder | $25 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |