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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 | $124,513 | $98,776+26.1% | $149,745-16.9% | $79,856+55.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 11.09% | 27.38%-16.3pp | 276.72%-265.6pp | 31.71%-20.6pp |
| Employer contribution / active EE | $5,494 | $3,217+70.8% | $4,646+18.3% | $2,471+122.3% |
| Participant deferral / active EE | $11,699 | $5,681+105.9% | $6,843+71.0% | $3,741+212.7% |
| Admin fee / account holder | $251 | $6,053-95.9% | $9,312-97.3% | $5,306-95.3% |