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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 | $99,492 | $201,259-50.6% | $184,200-46.0% | $145,959-31.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.05% | 28.98%-20.9pp | 28.80%-20.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,894 | $7,018-58.8% | $6,424-54.9% | $4,661-37.9% |
| Participant deferral / active EE | $7,090 | $9,806-27.7% | $9,132-22.4% | $6,689+6.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |