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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 | $197,796 | $217,432-9.0% | $185,849+6.4% | $167,536+18.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.78% | 148.42%-147.6pp | 122.10%-121.3pp | 478.82%-478.0pp |
| Employer contribution / active EE | $2,730 | $5,875-53.5% | $5,169-47.2% | $4,839-43.6% |
| Participant deferral / active EE | $14,300 | $6,357+124.9% | $5,569+156.8% | $6,342+125.5% |
| Admin fee / account holder | $4 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |