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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 | $100,476 | $197,625-49.2% | $177,840-43.5% | $158,966-36.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 6.12% | 58.76%-52.6pp | 48.32%-42.2pp | 302.95%-296.8pp |
| Employer contribution / active EE | $7,961 | $6,698+18.9% | $5,919+34.5% | $4,762+67.2% |
| Participant deferral / active EE | $12,260 | $8,405+45.9% | $7,714+58.9% | $5,983+104.9% |
| Admin fee / account holder | $13 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |