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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 | $199,109-44.0% | $173,730-35.8% | $154,746-27.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 1.82% | 20.02%-18.2pp | 19.96%-18.1pp | 172.34%-170.5pp |
| Employer contribution / active EE | $5,644 | $5,311+6.3% | $4,577+23.3% | $4,379+28.9% |
| Participant deferral / active EE | $5,644 | $7,113-20.6% | $6,326-10.8% | $6,730-16.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |