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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 | $138,144 | $183,627-24.8% | $155,602-11.2% | $145,978-5.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.10% | 61.32%-53.2pp | 64.81%-56.7pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,278 | $5,316-76.0% | $4,675-72.7% | $4,662-72.6% |
| Participant deferral / active EE | $3,571 | $6,466-44.8% | $5,629-36.6% | $6,690-46.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |