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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 | $154,394 | $153,769+0.4% | $133,975+15.2% | $273,972-43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.48% | 36.51%-38.0pp | 29.29%-30.8pp | 41.46%-42.9pp |
| Employer contribution / active EE | $18,830 | $6,029+212.3% | $5,211+261.3% | $4,869+286.7% |
| Participant deferral / active EE | $12,536 | $6,958+80.2% | $6,282+99.6% | $5,287+137.1% |
| Admin fee / account holder | $4 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |