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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 | $117,217 | $124,346-5.7% | $111,308+5.3% | $167,536-30.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 2.74% | 37.45%-34.7pp | 54.67%-51.9pp | 478.82%-476.1pp |
| Employer contribution / active EE | $3,111 | $3,437-9.5% | $2,732+13.9% | $4,839-35.7% |
| Participant deferral / active EE | $5,633 | $5,182+8.7% | $4,487+25.5% | $6,342-11.2% |
| Admin fee / account holder | $2 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |