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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 | $178,987 | $161,352+10.9% | $134,172+33.4% | $137,256+30.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 0.05% | 28.72%-28.7pp | 25.30%-25.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $15,351 | $4,099+274.5% | $3,420+348.9% | $4,156+269.4% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |