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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 | $208,312 | $93,064+123.8% | $74,577+179.3% | $273,972-24.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.95% | 26.18%-25.2pp | 20.47%-19.5pp | 41.46%-40.5pp |
| Employer contribution / active EE | $17,100 | $3,160+441.2% | $2,525+577.2% | $4,869+251.2% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $33 | $5,273-99.4% | $4,138-99.2% | $10,133-99.7% |