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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 | $115,225+5.6% | $100,712+20.8% | $138,895-12.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 4.13% | 40.35%-36.2pp | 33.27%-29.1pp | 145.39%-141.3pp |
| Employer contribution / active EE | $18,721 | $2,771+575.6% | $2,313+709.5% | $4,194+346.3% |
| Participant deferral / active EE | $9,400 | $4,699+100.0% | $4,085+130.1% | $6,396+47.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |