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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 | $47,132 | $58,057-18.8% | $97,032-51.4% | $86,983-45.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.11% | 22.26%-9.1pp | 35.38%-22.3pp | 25.83%-12.7pp |
| Employer contribution / active EE | $8,270 | $1,663+397.2% | $2,629+214.6% | $2,584+220.0% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $228 | $4,839-95.3% | $9,418-97.6% | $7,856-97.1% |