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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 | $135,072 | $217,432-37.9% | $185,851-27.3% | $167,553-19.4% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 2.75% | 148.43%-145.7pp | 122.11%-119.4pp | 478.89%-476.1pp |
| Employer contribution / active EE | $4,740 | $5,874-19.3% | $5,168-8.3% | $4,840-2.1% |
| Participant deferral / active EE | $4,019 | $6,357-36.8% | $5,569-27.8% | $6,343-36.6% |
| Admin fee / account holder | $56 | $19,820-99.7% | $16,245-99.7% | $12,316-99.5% |