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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 | $152,158 | $73,988+105.7% | $96,538+57.6% | $75,177+102.4% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 10.73% | 26.73%-16.0pp | 35.74%-25.0pp | 160.75%-150.0pp |
| Employer contribution / active EE | $12,486 | $2,930+326.1% | $3,740+233.8% | $2,671+367.4% |
| Participant deferral / active EE | $6,538 | $3,660+78.6% | $4,880+34.0% | $4,126+58.4% |
| Admin fee / account holder | $19 | $5,220-99.6% | $6,737-99.7% | $5,651-99.7% |