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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 | $210,729 | $209,336+0.7% | $197,124+6.9% | $137,256+53.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 2.54% | 48.09%-45.5pp | 44.34%-41.8pp | 220.34%-217.8pp |
| Employer contribution / active EE | $4,059 | $6,591-38.4% | $6,227-34.8% | $4,156-2.3% |
| Participant deferral / active EE | $13,092 | $9,614+36.2% | $9,135+43.3% | $6,407+104.3% |
| Admin fee / account holder | $77 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |