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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 | $204,608 | $201,264+1.7% | $184,185+11.1% | $145,978+40.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 6.86% | 29.00%-22.1pp | 28.81%-22.0pp | 550.52%-543.7pp |
| Employer contribution / active EE | $20,236 | $7,021+188.2% | $6,426+214.9% | $4,662+334.1% |
| Participant deferral / active EE | $18,772 | $9,806+91.4% | $9,132+105.6% | $6,690+180.6% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |