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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 | $101,188 | $73,978+36.8% | $96,515+4.8% | $75,173+34.6% |
| Participation rate | 73.1% | 66.4%+6.6pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 1.69% | 26.72%-25.0pp | 35.73%-34.0pp | 160.72%-159.0pp |
| Employer contribution / active EE | $1,885 | $2,931-35.7% | $3,740-49.6% | $2,671-29.4% |
| Participant deferral / active EE | $2,977 | $3,660-18.7% | $4,880-39.0% | $4,126-27.9% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |