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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 | $170,348 | $127,387+33.7% | $115,038+48.1% | $125,389+35.9% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -4.16% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,011 | $5,166-61.1% | $4,608-56.3% | $4,866-58.7% |
| Participant deferral / active EE | $5,804 | $6,423-9.6% | $6,026-3.7% | $5,352+8.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |