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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 | $26,104 | $103,164-74.7% | $90,259-71.1% | $154,746-83.1% |
| Participation rate | 92.9% | 76.1%+16.8pp | 70.7%+22.1pp | 80.7%+12.2pp |
| Annual return | 4.14% | 19.25%-15.1pp | 18.88%-14.7pp | 172.34%-168.2pp |
| Employer contribution / active EE | $1,429 | $2,532-43.6% | $2,291-37.7% | $4,379-67.4% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |