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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 | $121,468 | $172,111-29.4% | $150,298-19.2% | $137,256-11.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 9.13% | 69.37%-60.2pp | 62.79%-53.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,774 | $4,636-61.7% | $4,154-57.3% | $4,156-57.3% |
| Participant deferral / active EE | $6,301 | $6,166+2.2% | $5,453+15.6% | $6,407-1.6% |
| Admin fee / account holder | $91 | $16,471-99.4% | $14,116-99.4% | $12,270-99.3% |