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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 | $114,515 | $81,457+40.6% | $103,378+10.8% | $80,911+41.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.22% | 25.58%-15.4pp | 24.91%-14.7pp | 35.63%-25.4pp |
| Employer contribution / active EE | $18,662 | $3,107+500.6% | $3,870+382.2% | $2,756+577.2% |
| Participant deferral / active EE | $2,308 | $3,871-40.4% | $5,058-54.4% | $4,297-46.3% |
| Admin fee / account holder | $61 | $6,717-99.1% | $8,401-99.3% | $6,935-99.1% |