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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 | $214,873 | $124,346+72.8% | $111,308+93.0% | $167,536+28.3% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 8.65% | 37.45%-28.8pp | 54.67%-46.0pp | 478.82%-470.2pp |
| Employer contribution / active EE | $3,108 | $3,437-9.6% | $2,732+13.8% | $4,839-35.8% |
| Participant deferral / active EE | $5,586 | $5,182+7.8% | $4,487+24.5% | $6,342-11.9% |
| Admin fee / account holder | $250 | $10,621-97.6% | $7,965-96.9% | $12,315-98.0% |