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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 | $81,331+25.8% | $155,534-34.2% | $80,935+26.4% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 9.69% | 33.37%-23.7pp | 64.92%-55.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $6,229 | $3,105+100.6% | $4,675+33.2% | $2,757+126.0% |
| Participant deferral / active EE | $5,883 | $3,454+70.3% | $5,630+4.5% | $4,299+36.8% |
| Admin fee / account holder | $249 | $7,999-96.9% | $15,900-98.4% | $6,924-96.4% |