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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 | $130,407 | $100,901+29.2% | $75,670+72.3% | $147,585-11.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.3%+2.7pp | 82.8%-7.8pp |
| Annual return | 7.11% | 35.78%-28.7pp | 27.34%-20.2pp | 578.57%-571.5pp |
| Employer contribution / active EE | $1,130 | $3,253-65.3% | $2,352-51.9% | $4,876-76.8% |
| Participant deferral / active EE | $1,779 | $4,027-55.8% | $3,142-43.4% | $5,439-67.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |