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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 | $73,638 | $174,379-57.8% | $152,093-51.6% | $138,895-47.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.96% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $10,229 | $4,652+119.9% | $4,175+145.0% | $4,194+143.9% |
| Participant deferral / active EE | $7,979 | $6,159+29.6% | $5,451+46.4% | $6,396+24.8% |
| Admin fee / account holder | $189 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |