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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 | $138,708 | $81,358+70.5% | $155,556-10.8% | $80,959+71.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.14% | 33.39%-23.2pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $5,307 | $3,106+70.9% | $4,675+13.5% | $2,757+92.5% |
| Participant deferral / active EE | $5,926 | $3,455+71.5% | $5,631+5.2% | $4,300+37.8% |
| Admin fee / account holder | $182 | $7,994-97.7% | $15,885-98.9% | $6,925-97.4% |