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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 | $173,915 | $217,432-20.0% | $185,849-6.4% | $167,536+3.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.25% | 148.42%-148.2pp | 122.10%-121.9pp | 478.82%-478.6pp |
| Employer contribution / active EE | $2,681 | $5,875-54.4% | $5,169-48.1% | $4,839-44.6% |
| Participant deferral / active EE | $7,638 | $6,357+20.1% | $5,569+37.1% | $6,342+20.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |