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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 | $117,846+34.6% | $102,434+54.9% | $145,884+8.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.16% | 31.90%-23.7pp | 29.46%-21.3pp | 551.85%-543.7pp |
| Employer contribution / active EE | $3,253 | $3,615-10.0% | $3,023+7.6% | $4,662-30.2% |
| Participant deferral / active EE | $2,813 | $5,733-50.9% | $5,055-44.3% | $6,690-57.9% |
| Admin fee / account holder | $6 | $13,356-100.0% | $9,462-99.9% | $13,392-100.0% |