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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 | $79,779 | $135,956-41.3% | $123,894-35.6% | $273,972-70.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.40% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,568 | $5,170-50.3% | $4,617-44.4% | $4,869-47.3% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |