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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 | $12,078 | $47,848-74.8% | $81,473-85.2% | $70,126-82.8% |
| Participation rate | 96.1% | 58.3%+37.8pp | 68.0%+28.1pp | 69.5%+26.5pp |
| Annual return | 9.35% | 27.25%-17.9pp | 38.78%-29.4pp | 73.15%-63.8pp |
| Employer contribution / active EE | $3,755 | $1,527+145.9% | $2,568+46.2% | $2,343+60.3% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $43 | $3,145-98.6% | $4,561-99.1% | $4,645-99.1% |