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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 | $180,454 | $142,430+26.7% | $115,170+56.7% | $152,897+18.0% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.5%+7.5pp |
| Annual return | 1.58% | 41.48%-39.9pp | 35.60%-34.0pp | 345.43%-343.8pp |
| Employer contribution / active EE | $2,787 | $4,011-30.5% | $3,179-12.3% | $4,764-41.5% |
| Participant deferral / active EE | $7,111 | $5,165+37.7% | $4,169+70.6% | $5,851+21.5% |
| Admin fee / account holder | $75 | $8,464-99.1% | $7,089-98.9% | $11,599-99.3% |