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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 | $145,854 | $223,823-34.8% | $211,142-30.9% | $154,746-5.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.14% | 50.39%-46.3pp | 46.84%-42.7pp | 172.34%-168.2pp |
| Employer contribution / active EE | $37,284 | $6,787+449.4% | $6,442+478.8% | $4,379+751.4% |
| Participant deferral / active EE | $15,667 | $9,750+60.7% | $9,284+68.7% | $6,730+132.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |