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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 | $177,789 | $117,895+50.8% | $102,460+73.5% | $145,897+21.9% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 0.58% | 31.92%-31.3pp | 29.47%-28.9pp | 552.29%-551.7pp |
| Employer contribution / active EE | $4,208 | $3,619+16.3% | $3,025+39.1% | $4,663-9.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |