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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 | $81,233+25.9% | $155,567-34.2% | $80,874+26.5% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 9.69% | 33.33%-23.6pp | 64.74%-55.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $6,229 | $3,101+100.9% | $4,674+33.3% | $2,756+126.0% |
| Participant deferral / active EE | $5,883 | $3,452+70.4% | $5,628+4.5% | $4,297+36.9% |
| Admin fee / account holder | $249 | $7,998-96.9% | $15,916-98.4% | $6,935-96.4% |