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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 | $89,973 | $87,166+3.2% | $76,735+17.3% | $137,256-34.4% |
| Participation rate | 93.3% | 74.4%+19.0pp | 69.5%+23.8pp | 80.0%+13.4pp |
| Annual return | 6.86% | 26.50%-19.6pp | 29.77%-22.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $13,184 | $2,904+353.9% | $2,454+437.2% | $4,156+217.2% |
| Participant deferral / active EE | $6,198 | $4,726+31.1% | $4,088+51.6% | $6,407-3.3% |
| Admin fee / account holder | $225 | $8,403-97.3% | $7,189-96.9% | $12,270-98.2% |