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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 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 1.23% | 74.59%-73.4pp | 66.58%-65.3pp | 220.34%-219.1pp |
| Employer contribution / active EE | $3,033 | $4,804-36.9% | $4,554-33.4% | $4,156-27.0% |
| Participant deferral / active EE | $4,333 | $8,216-47.3% | $7,897-45.1% | $6,407-32.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |