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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 | $80,161 | $72,273+10.9% | $101,275-20.8% | $79,856+0.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.59% | 22.30%-11.7pp | 46.48%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,578 | $2,691+107.3% | $3,660+52.4% | $2,471+125.7% |
| Participant deferral / active EE | $6,338 | $3,282+93.1% | $4,371+45.0% | $3,741+69.4% |
| Admin fee / account holder | $7 | $4,401-99.8% | $5,948-99.9% | $5,306-99.9% |