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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 | $163,573 | $217,432-24.8% | $185,851-12.0% | $167,553-2.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.78% | 148.43%-142.7pp | 122.11%-116.3pp | 478.89%-473.1pp |
| Employer contribution / active EE | $2,280 | $5,874-61.2% | $5,168-55.9% | $4,840-52.9% |
| Participant deferral / active EE | $2,921 | $6,357-54.1% | $5,569-47.6% | $6,343-54.0% |
| Admin fee / account holder | $12 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |