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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 | $149,909 | $110,379+35.8% | $102,412+46.4% | $145,884+2.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.34% | 24.84%-24.5pp | 24.94%-24.6pp | 551.85%-551.5pp |
| Employer contribution / active EE | $24,178 | $4,216+473.5% | $3,870+524.8% | $4,662+418.6% |
| Participant deferral / active EE | $17,441 | $5,622+210.2% | $5,060+244.7% | $6,690+160.7% |
| Admin fee / account holder | $50 | $9,745-99.5% | $8,388-99.4% | $13,392-99.6% |