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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 | $191,177 | $96,558+98.0% | $80,977+136.1% | $273,972-30.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.64% | 15.14%-13.5pp | 17.11%-15.5pp | 41.46%-39.8pp |
| Employer contribution / active EE | $15,140 | $4,869+211.0% | $3,715+307.6% | $4,869+211.0% |
| Participant deferral / active EE | $17,665 | $6,598+167.8% | $5,696+210.1% | $5,287+234.1% |
| Admin fee / account holder | $19 | $7,493-99.7% | $5,517-99.7% | $10,133-99.8% |