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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 | $134,111 | $181,896-26.3% | $156,551-14.3% | $273,972-51.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.90% | 30.74%-29.8pp | 32.23%-31.3pp | 41.46%-40.6pp |
| Employer contribution / active EE | $5,818 | $6,248-6.9% | $5,501+5.8% | $4,869+19.5% |
| Participant deferral / active EE | $7,135 | $5,550+28.6% | $4,871+46.5% | $5,287+34.9% |
| Admin fee / account holder | $114 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |