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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 | $138,583 | $110,212+25.7% | $96,534+43.6% | $139,466-0.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.68% | 26.42%-17.7pp | 25.88%-17.2pp | 373.66%-365.0pp |
| Employer contribution / active EE | $1,580 | $3,620-56.4% | $2,965-46.7% | $4,754-66.8% |
| Participant deferral / active EE | $7,649 | $5,547+37.9% | $4,851+57.7% | $6,712+14.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |