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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 | $111,631 | $110,379+1.1% | $102,412+9.0% | $145,884-23.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.62% | 24.84%-19.2pp | 24.94%-19.3pp | 551.85%-546.2pp |
| Employer contribution / active EE | $2,124 | $4,216-49.6% | $3,870-45.1% | $4,662-54.4% |
| Participant deferral / active EE | $12,572 | $5,622+123.6% | $5,060+148.5% | $6,690+87.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |