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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 | $55,083 | $201,344-72.6% | $184,243-70.1% | $145,877-62.2% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.4pp |
| Annual return | -0.51% | 29.01%-29.5pp | 28.82%-29.3pp | 551.28%-551.8pp |
| Employer contribution / active EE | $12,606 | $7,022+79.5% | $6,427+96.1% | $4,663+170.3% |
| Participant deferral / active EE | $15,558 | $9,807+58.6% | $9,132+70.4% | $6,691+132.5% |
| Admin fee / account holder | $218 | $16,382-98.7% | $13,914-98.4% | $13,402-98.4% |