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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 | $136,719 | $116,203+17.7% | $93,621+46.0% | $152,897-10.6% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 7.63% | 35.96%-28.3pp | 32.76%-25.1pp | 345.43%-337.8pp |
| Employer contribution / active EE | $907 | $3,219-71.8% | $2,719-66.6% | $4,764-81.0% |
| Participant deferral / active EE | $2,517 | $4,605-45.3% | $4,070-38.2% | $5,851-57.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |