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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 | $111,814+56.3% | $103,378+69.1% | $145,978+19.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 8.55% | 24.80%-16.2pp | 24.91%-16.4pp | 550.52%-542.0pp |
| Employer contribution / active EE | $13,154 | $4,215+212.1% | $3,870+239.9% | $4,662+182.2% |
| Participant deferral / active EE | $2,919 | $5,618-48.0% | $5,058-42.3% | $6,690-56.4% |
| Admin fee / account holder | -$415 | $9,764-104.3% | $8,401-104.9% | $13,400-103.1% |