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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 | $158,676 | $117,895+34.6% | $102,460+54.9% | $145,897+8.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.16% | 31.92%-23.8pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $3,253 | $3,619-10.1% | $3,025+7.5% | $4,663-30.2% |
| Participant deferral / active EE | $2,813 | $5,736-51.0% | $5,056-44.4% | $6,689-57.9% |
| Admin fee / account holder | $6 | $13,353-100.0% | $9,460-99.9% | $13,390-100.0% |