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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 | $0 | $155,555-100.0% | $146,866-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 9.65% | 115.41%-105.8pp | 102.85%-93.2pp | 148.84%-139.2pp |
| Employer contribution / active EE | $8,754 | $4,647+88.4% | $4,425+97.8% | $4,248+106.1% |
| Participant deferral / active EE | $13,178 | $8,044+63.8% | $7,759+69.8% | $6,531+101.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |