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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 | $126,811 | $135,956-6.7% | $123,894+2.4% | $273,972-53.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.87% | 56.63%-53.8pp | 47.52%-44.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $10,526 | $5,170+103.6% | $4,617+128.0% | $4,869+116.2% |
| Participant deferral / active EE | $9,742 | $6,343+53.6% | $5,984+62.8% | $5,287+84.3% |
| Admin fee / account holder | $189 | $9,817-98.1% | $8,357-97.7% | $10,133-98.1% |