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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 | $111,917 | $228,395-51.0% | $185,861-39.8% | $158,982-29.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.30% | 40.82%-36.5pp | 35.96%-31.7pp | 302.99%-298.7pp |
| Employer contribution / active EE | $4,617 | $4,968-7.1% | $4,088+12.9% | $4,763-3.1% |
| Participant deferral / active EE | $11,533 | $6,417+79.7% | $5,634+104.7% | $5,983+92.7% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |