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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 | $164,730 | $162,812+1.2% | $133,971+23.0% | $158,966+3.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.02% | 41.94%-38.9pp | 45.09%-42.1pp | 302.95%-299.9pp |
| Employer contribution / active EE | $983 | $4,976-80.2% | $3,919-74.9% | $4,762-79.4% |
| Participant deferral / active EE | $7,100 | $5,910+20.1% | $5,047+40.7% | $5,983+18.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |