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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 | $138,973 | $106,280+30.8% | $96,538+44.0% | $139,487-0.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.54% | 38.48%-30.9pp | 35.74%-28.2pp | 373.84%-366.3pp |
| Employer contribution / active EE | $3,179 | $4,107-22.6% | $3,740-15.0% | $4,755-33.1% |
| Participant deferral / active EE | $22,874 | $5,457+319.2% | $4,880+368.7% | $6,713+240.8% |
| Admin fee / account holder | $104 | $7,888-98.7% | $6,737-98.5% | $11,407-99.1% |