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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 | $195,434 | $199,109-1.8% | $173,730+12.5% | $154,746+26.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 4.11% | 20.02%-15.9pp | 19.96%-15.8pp | 172.34%-168.2pp |
| Employer contribution / active EE | $4,440 | $5,311-16.4% | $4,577-3.0% | $4,379+1.4% |
| Participant deferral / active EE | $7,750 | $7,113+9.0% | $6,326+22.5% | $6,730+15.2% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |