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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 | $102,296 | $81,276+25.9% | $155,574-34.2% | $80,925+26.4% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 9.69% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $6,229 | $3,103+100.7% | $4,676+33.2% | $2,756+126.0% |
| Participant deferral / active EE | $5,883 | $3,453+70.4% | $5,629+4.5% | $4,299+36.9% |
| Admin fee / account holder | $249 | $7,993-96.9% | $15,914-98.4% | $6,940-96.4% |