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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 | $128,779 | $174,379-26.2% | $152,093-15.3% | $138,895-7.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.69% | 74.86%-65.2pp | 66.36%-56.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $11,305 | $4,652+143.0% | $4,175+170.8% | $4,194+169.5% |
| Participant deferral / active EE | $9,050 | $6,159+46.9% | $5,451+66.0% | $6,396+41.5% |
| Admin fee / account holder | $61 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |