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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 | $108,359 | $211,239-48.7% | $178,528-39.3% | $145,877-25.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 5.03% | 30.22%-25.2pp | 27.11%-22.1pp | 551.28%-546.3pp |
| Employer contribution / active EE | $2,902 | $4,570-36.5% | $3,950-26.6% | $4,663-37.8% |
| Participant deferral / active EE | $7,867 | $6,963+13.0% | $6,278+25.3% | $6,691+17.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |