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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 | $101,292 | $84,236+20.2% | $170,435-40.6% | $70,126+44.4% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 10.16% | 23.06%-12.9pp | 205.94%-195.8pp | 73.15%-63.0pp |
| Employer contribution / active EE | $2,903 | $3,387-14.3% | $5,432-46.6% | $2,343+23.9% |
| Participant deferral / active EE | $1,349 | $3,086-56.3% | $4,939-72.7% | $3,332-59.5% |
| Admin fee / account holder | $156 | $5,698-97.3% | $13,881-98.9% | $4,645-96.6% |