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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 | $99,014 | $183,539-46.1% | $155,556-36.3% | $145,897-32.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.16% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $3,943 | $5,315-25.8% | $4,675-15.7% | $4,663-15.4% |
| Participant deferral / active EE | $4,036 | $6,467-37.6% | $5,631-28.3% | $6,689-39.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |