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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 | $153,443 | $201,372-23.8% | $184,260-16.7% | $145,884+5.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.08% | 29.04%-20.0pp | 28.84%-19.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $22,469 | $7,024+219.9% | $6,427+249.6% | $4,662+381.9% |
| Participant deferral / active EE | $10,900 | $9,808+11.1% | $9,133+19.4% | $6,690+62.9% |
| Admin fee / account holder | $107 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |