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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 | $80,102 | $124,298-35.6% | $109,152-26.6% | $167,497-52.2% |
| Participation rate | 81.0% | 79.4%+1.5pp | 75.9%+5.1pp | 82.1%-1.2pp |
| Annual return | 8.57% | 26.04%-17.5pp | 25.75%-17.2pp | 478.62%-470.0pp |
| Employer contribution / active EE | $10,681 | $4,208+153.8% | $3,722+187.0% | $4,838+120.8% |
| Participant deferral / active EE | $7,873 | $5,256+49.8% | $4,653+69.2% | $6,341+24.1% |
| Admin fee / account holder | $284 | $7,971-96.4% | $6,753-95.8% | $12,310-97.7% |