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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 | $215,599 | $117,829+83.0% | $102,423+110.5% | $145,877+47.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 4.95% | 31.83%-26.9pp | 29.42%-24.5pp | 551.28%-546.3pp |
| Employer contribution / active EE | $2,050 | $3,615-43.3% | $3,023-32.2% | $4,663-56.0% |
| Participant deferral / active EE | $4,808 | $5,732-16.1% | $5,054-4.9% | $6,691-28.1% |
| Admin fee / account holder | $58 | $13,335-99.6% | $9,455-99.4% | $13,402-99.6% |