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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 | $186,183 | $94,749+96.5% | $112,899+64.9% | $139,466+33.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 5.17% | 40.92%-35.7pp | 34.11%-28.9pp | 373.66%-368.5pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,989 | $6,517+68.6% | $6,516+68.6% | $6,712+63.7% |
| Admin fee / account holder | $64 | $8,530-99.3% | $7,047-99.1% | $11,409-99.4% |