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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 | $110,337+58.4% | $102,383+70.7% | $145,877+19.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 8.55% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $13,154 | $4,216+212.0% | $3,870+239.9% | $4,663+182.1% |
| Participant deferral / active EE | $2,919 | $5,621-48.1% | $5,060-42.3% | $6,691-56.4% |
| Admin fee / account holder | -$415 | $9,750-104.3% | $8,391-104.9% | $13,402-103.1% |