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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 | $185,141-3.3% | $153,416+16.7% | $155,188+15.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 0.05% | 18.72%-18.7pp | 17.84%-17.8pp | 148.84%-148.8pp |
| Employer contribution / active EE | $15,351 | $4,489+241.9% | $3,764+307.8% | $4,248+261.4% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |