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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 | $155,331 | $211,224-26.5% | $178,505-13.0% | $145,897+6.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.67% | 30.28%-22.6pp | 27.16%-19.5pp | 552.29%-544.6pp |
| Employer contribution / active EE | $5,275 | $4,577+15.3% | $3,955+33.4% | $4,663+13.1% |
| Participant deferral / active EE | $8,707 | $6,966+25.0% | $6,280+38.6% | $6,689+30.2% |
| Admin fee / account holder | $17 | $12,109-99.9% | $10,428-99.8% | $13,390-99.9% |