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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 | $158,702 | $153,769+3.2% | $133,975+18.5% | $273,972-42.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.48% | 36.51%-38.0pp | 29.29%-30.8pp | 41.46%-42.9pp |
| Employer contribution / active EE | $6,920 | $6,029+14.8% | $5,211+32.8% | $4,869+42.1% |
| Participant deferral / active EE | $8,240 | $6,958+18.4% | $6,282+31.2% | $5,287+55.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |