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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 | $160,186 | $141,004+13.6% | $112,273+42.7% | $139,466+14.9% |
| Participation rate | 78.9% | 79.2%-0.3pp | 72.4%+6.5pp | 80.3%-1.4pp |
| Annual return | 7.26% | 32.75%-25.5pp | 30.23%-23.0pp | 373.66%-366.4pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |