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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 | $116,498 | $228,352-49.0% | $185,835-37.3% | $158,966-26.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.76% | 40.81%-40.0pp | 35.96%-35.2pp | 302.95%-302.2pp |
| Employer contribution / active EE | $6,325 | $4,967+27.4% | $4,087+54.8% | $4,762+32.8% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |