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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 | $222,301 | $162,821+36.5% | $133,978+65.9% | $158,982+39.8% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 4.99% | 41.95%-37.0pp | 45.10%-40.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $3,334 | $4,976-33.0% | $3,919-14.9% | $4,763-30.0% |
| Participant deferral / active EE | $8,303 | $5,910+40.5% | $5,047+64.5% | $5,983+38.8% |
| Admin fee / account holder | $131 | $11,742-98.9% | $8,930-98.5% | $11,252-98.8% |