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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 | $104,015 | $95,406+9.0% | $185,849-44.0% | $85,847+21.2% |
| Participation rate | 77.4% | 68.8%+8.7pp | 81.7%-4.3pp | 69.3%+8.1pp |
| Annual return | 8.48% | 23.59%-15.1pp | 122.10%-113.6pp | 318.61%-310.1pp |
| Employer contribution / active EE | $2,135 | $3,314-35.6% | $5,169-58.7% | $2,565-16.8% |
| Participant deferral / active EE | $4,767 | $3,424+39.2% | $5,569-14.4% | $3,952+20.6% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |