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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 | $111,729 | $117,846-5.2% | $102,434+9.1% | $145,884-23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.85% | 31.90%-27.0pp | 29.46%-24.6pp | 551.85%-547.0pp |
| Employer contribution / active EE | $2,288 | $3,615-36.7% | $3,023-24.3% | $4,662-50.9% |
| Participant deferral / active EE | $4,576 | $5,733-20.2% | $5,055-9.5% | $6,690-31.6% |
| Admin fee / account holder | $20 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |