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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 | $133,589 | $115,780+15.4% | $101,255+31.9% | $158,931-15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.31% | 56.14%-49.8pp | 46.48%-40.2pp | 302.86%-296.6pp |
| Employer contribution / active EE | $2,129 | $4,175-49.0% | $3,660-41.8% | $4,761-55.3% |
| Participant deferral / active EE | $3,707 | $4,958-25.2% | $4,370-15.2% | $5,982-38.0% |
| Admin fee / account holder | $250 | $7,246-96.5% | $5,946-95.8% | $11,247-97.8% |