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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 | $156,398-100.0% | $147,318-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 1.23% | 78.75%-77.5pp | 70.43%-69.2pp | 145.39%-144.2pp |
| Employer contribution / active EE | $3,033 | $4,853-37.5% | $4,593-34.0% | $4,194-27.7% |
| Participant deferral / active EE | $4,333 | $8,237-47.4% | $7,906-45.2% | $6,396-32.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |