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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 | $108,802 | $212,386-48.8% | $199,883-45.6% | $138,895-21.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.09% | 47.75%-36.7pp | 43.81%-32.7pp | 145.39%-134.3pp |
| Employer contribution / active EE | $5,818 | $6,625-12.2% | $6,261-7.1% | $4,194+38.7% |
| Participant deferral / active EE | $12,767 | $9,617+32.7% | $9,138+39.7% | $6,396+99.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |