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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 | $177,056 | $93,064+90.3% | $74,577+137.4% | $273,972-35.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.56% | 26.18%-26.7pp | 20.47%-21.0pp | 41.46%-42.0pp |
| Employer contribution / active EE | $20,640 | $3,160+553.2% | $2,525+717.3% | $4,869+323.9% |
| Participant deferral / active EE | $18,000 | $4,160+332.6% | $3,458+420.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |