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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 | $45,660 | $111,814-59.2% | $103,378-55.8% | $145,978-68.7% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 6.23% | 24.80%-18.6pp | 24.91%-18.7pp | 550.52%-544.3pp |
| Employer contribution / active EE | $6,117 | $4,215+45.1% | $3,870+58.0% | $4,662+31.2% |
| Participant deferral / active EE | $2,485 | $5,618-55.8% | $5,058-50.9% | $6,690-62.8% |
| Admin fee / account holder | $16 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |