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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 | $144,421 | $124,351+16.1% | $109,188+32.3% | $167,553-13.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.80% | 26.04%-17.2pp | 25.76%-17.0pp | 478.89%-470.1pp |
| Employer contribution / active EE | $4,597 | $4,210+9.2% | $3,723+23.5% | $4,840-5.0% |
| Participant deferral / active EE | $5,023 | $5,257-4.4% | $4,654+7.9% | $6,343-20.8% |
| Admin fee / account holder | $17 | $7,975-99.8% | $6,755-99.7% | $12,316-99.9% |