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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 | $48,416 | $78,707-38.5% | $117,861-58.9% | $70,126-31.0% |
| Participation rate | 77.1% | 73.2%+4.0pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 2.56% | 23.30%-20.7pp | 335.11%-332.5pp | 73.15%-70.6pp |
| Employer contribution / active EE | $1,307 | $2,223-41.2% | $3,786-65.5% | $2,343-44.2% |
| Participant deferral / active EE | $2,473 | $3,297-25.0% | $4,482-44.8% | $3,332-25.8% |
| Admin fee / account holder | $75 | $5,066-98.5% | $8,021-99.1% | $4,645-98.4% |