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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 | $124,980-2.7% | $108,359+12.3% | $154,746-21.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 4.13% | 45.00%-40.9pp | 36.89%-32.8pp | 172.34%-168.2pp |
| Employer contribution / active EE | $18,721 | $2,851+556.7% | $2,399+680.2% | $4,379+327.5% |
| Participant deferral / active EE | $9,400 | $4,743+98.2% | $4,137+127.2% | $6,730+39.7% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |