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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 | $218,491 | $155,555+40.5% | $146,866+48.8% | $155,188+40.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 10.08% | 115.41%-105.3pp | 102.85%-92.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $3,815 | $4,647-17.9% | $4,425-13.8% | $4,248-10.2% |
| Participant deferral / active EE | $7,444 | $8,044-7.5% | $7,759-4.1% | $6,531+14.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |