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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 | $136,270 | $117,829+15.7% | $102,423+33.0% | $145,877-6.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.05% | 31.83%-24.8pp | 29.42%-22.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,526 | $3,615-57.8% | $3,023-49.5% | $4,663-67.3% |
| Participant deferral / active EE | $6,384 | $5,732+11.4% | $5,054+26.3% | $6,691-4.6% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |