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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 | $106,453 | $174,379-39.0% | $152,093-30.0% | $138,895-23.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.72% | 74.86%-72.1pp | 66.36%-63.6pp | 145.39%-142.7pp |
| Employer contribution / active EE | $3,327 | $4,652-28.5% | $4,175-20.3% | $4,194-20.7% |
| Participant deferral / active EE | $30,262 | $6,159+391.3% | $5,451+455.1% | $6,396+373.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |