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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 | $71,180 | $65,364+8.9% | $92,909-23.4% | $72,975-2.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.57% | 42.11%-38.5pp | 109.44%-105.9pp | 81.01%-77.4pp |
| Employer contribution / active EE | $4,694 | $2,594+80.9% | $3,653+28.5% | $2,440+92.4% |
| Participant deferral / active EE | $5,932 | $3,128+89.6% | $4,238+40.0% | $3,608+64.4% |
| Admin fee / account holder | $242 | $4,251-94.3% | $5,795-95.8% | $5,124-95.3% |