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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 | $119,452 | $211,288-43.5% | $178,540-33.1% | $145,884-18.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.02% | 30.27%-26.3pp | 27.15%-23.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $1,841 | $4,574-59.8% | $3,953-53.4% | $4,662-60.5% |
| Participant deferral / active EE | $8,150 | $6,967+17.0% | $6,281+29.8% | $6,690+21.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |