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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 | $112,722 | $201,344-44.0% | $184,243-38.8% | $145,877-22.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.21% | 29.01%-19.8pp | 28.82%-19.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,103 | $7,022-55.8% | $6,427-51.7% | $4,663-33.5% |
| Participant deferral / active EE | $11,000 | $9,807+12.2% | $9,132+20.5% | $6,691+64.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |