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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 | $150,251 | $124,330+20.8% | $109,173+37.6% | $167,536-10.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.53% | 26.04%-25.5pp | 25.75%-25.2pp | 478.82%-478.3pp |
| Employer contribution / active EE | $26,415 | $4,209+527.6% | $3,723+609.6% | $4,839+445.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |