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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 | $187,442 | $124,330+50.8% | $109,173+71.7% | $167,536+11.9% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 8.39% | 26.04%-17.7pp | 25.75%-17.4pp | 478.82%-470.4pp |
| Employer contribution / active EE | $3,254 | $4,209-22.7% | $3,723-12.6% | $4,839-32.8% |
| Participant deferral / active EE | $10,240 | $5,256+94.8% | $4,654+120.0% | $6,342+61.4% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |