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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 | $244,842 | $182,442+34.2% | $163,379+49.9% | $138,895+76.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 7.57% | 72.74%-65.2pp | 63.41%-55.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $25,025 | $4,159+501.6% | $3,752+566.9% | $4,194+496.7% |
| Participant deferral / active EE | $8,000 | $6,817+17.4% | $6,282+27.4% | $6,396+25.1% |
| Admin fee / account holder | $50 | $10,396-99.5% | $9,818-99.5% | $12,562-99.6% |