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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 | $174,780 | $110,410+58.3% | $102,437+70.6% | $145,897+19.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 8.55% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.7pp |
| Employer contribution / active EE | $13,154 | $4,217+211.9% | $3,871+239.8% | $4,663+182.1% |
| Participant deferral / active EE | $2,919 | $5,622-48.1% | $5,060-42.3% | $6,689-56.4% |
| Admin fee / account holder | -$415 | $9,745-104.3% | $8,388-104.9% | $13,390-103.1% |