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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 | $175,961 | $181,896-3.3% | $156,551+12.4% | $273,972-35.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.99% | 30.74%-29.8pp | 32.23%-31.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $4,974 | $6,248-20.4% | $5,501-9.6% | $4,869+2.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $123 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |