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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 | $90,084 | $154,228-41.6% | $145,433-38.1% | $137,256-34.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.31% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,793 | $4,804-62.7% | $4,554-60.6% | $4,156-56.9% |
| Participant deferral / active EE | $8,934 | $8,216+8.7% | $7,897+13.1% | $6,407+39.4% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |