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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 | $107,733-16.5% | $92,985-3.2% | $154,746-41.9% |
| Participation rate | 93.3% | 74.6%+18.8pp | 69.5%+23.8pp | 80.7%+12.6pp |
| Annual return | 6.86% | 30.39%-23.5pp | 27.99%-21.1pp | 172.34%-165.5pp |
| Employer contribution / active EE | $13,184 | $3,126+321.7% | $2,662+395.2% | $4,379+201.1% |
| Participant deferral / active EE | $6,198 | $5,053+22.7% | $4,377+41.6% | $6,730-7.9% |
| Admin fee / account holder | $225 | $11,369-98.0% | $9,463-97.6% | $14,365-98.4% |