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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 | $111,562 | $254,759-56.2% | $216,567-48.5% | $198,609-43.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 1.82% | 10.04%-8.2pp | 12.94%-11.1pp | 202.70%-200.9pp |
| Employer contribution / active EE | $5,644 | $6,096-7.4% | $5,216+8.2% | $5,055+11.6% |
| Participant deferral / active EE | $5,644 | $6,948-18.8% | $6,191-8.8% | $6,977-19.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |