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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 | $102,299 | $103,392-1.1% | $87,104+17.4% | $152,897-33.1% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 4.66% | 28.10%-23.4pp | 28.19%-23.5pp | 345.43%-340.8pp |
| Employer contribution / active EE | $8,341 | $3,221+159.0% | $2,521+230.8% | $4,764+75.1% |
| Participant deferral / active EE | $4,545 | $4,778-4.9% | $4,048+12.3% | $5,851-22.3% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |