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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 | $150,118 | $149,741+0.3% | $118,914+26.2% | $158,982-5.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.33% | 19.94%-14.6pp | 35.89%-30.6pp | 302.99%-297.7pp |
| Employer contribution / active EE | $2,684 | $4,119-34.8% | $3,264-17.8% | $4,763-43.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |