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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 | $144,571 | $162,821-11.2% | $133,978+7.9% | $158,982-9.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.09% | 41.95%-36.9pp | 45.10%-40.0pp | 302.99%-297.9pp |
| Employer contribution / active EE | $6,569 | $4,976+32.0% | $3,919+67.6% | $4,763+37.9% |
| Participant deferral / active EE | $4,623 | $5,910-21.8% | $5,047-8.4% | $5,983-22.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |