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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 | $177,156+1.0% | $147,027+21.7% | $154,746+15.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 0.05% | 21.94%-21.9pp | 20.23%-20.2pp | 172.34%-172.3pp |
| Employer contribution / active EE | $15,351 | $4,336+254.0% | $3,626+323.4% | $4,379+250.6% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |