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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 | $165,142 | $71,809+130.0% | $61,048+170.5% | $152,909+8.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 3.04% | 29.74%-26.7pp | 26.18%-23.1pp | 345.46%-342.4pp |
| Employer contribution / active EE | $16,062 | $4,545+253.4% | $3,716+332.2% | $4,764+237.2% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,601-100.0% |