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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 | $231,493 | $201,259+15.0% | $184,200+25.7% | $145,959+58.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.93% | 28.98%-20.1pp | 28.80%-19.9pp | 561.95%-553.0pp |
| Employer contribution / active EE | $22,058 | $7,018+214.3% | $6,424+243.4% | $4,661+373.3% |
| Participant deferral / active EE | $20,747 | $9,806+111.6% | $9,132+127.2% | $6,689+210.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |