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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 | $138,119 | $209,336-34.0% | $197,124-29.9% | $137,256+0.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.38% | 48.09%-41.7pp | 44.34%-38.0pp | 220.34%-214.0pp |
| Employer contribution / active EE | $14,895 | $6,591+126.0% | $6,227+139.2% | $4,156+258.4% |
| Participant deferral / active EE | $12,940 | $9,614+34.6% | $9,135+41.7% | $6,407+102.0% |
| Admin fee / account holder | $160 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |