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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 | $129,150 | $110,410+17.0% | $102,437+26.1% | $145,897-11.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.40% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-543.9pp |
| Employer contribution / active EE | $4,874 | $4,217+15.6% | $3,871+25.9% | $4,663+4.5% |
| Participant deferral / active EE | $9,806 | $5,622+74.4% | $5,060+93.8% | $6,689+46.6% |
| Admin fee / account holder | $228 | $9,745-97.7% | $8,388-97.3% | $13,390-98.3% |