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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 | $51,638 | $141,001-63.4% | $112,228-54.0% | $139,487-63.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.62% | 32.75%-25.1pp | 30.23%-22.6pp | 373.84%-366.2pp |
| Employer contribution / active EE | $6,448 | $4,285+50.5% | $3,432+87.9% | $4,755+35.6% |
| Participant deferral / active EE | $11,672 | $5,877+98.6% | $4,800+143.2% | $6,713+73.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |