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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 | $121,639 | $112,729+7.9% | $98,716+23.2% | $137,256-11.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 4.13% | 38.48%-34.4pp | 31.81%-27.7pp | 220.34%-216.2pp |
| Employer contribution / active EE | $18,721 | $2,725+586.9% | $2,279+721.6% | $4,156+350.4% |
| Participant deferral / active EE | $9,400 | $4,640+102.6% | $4,048+132.2% | $6,407+46.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |