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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 | $36,576 | $84,953-56.9% | $163,379-77.6% | $82,637-55.7% |
| Participation rate | 78.6% | 65.9%+12.6pp | 76.8%+1.7pp | 68.1%+10.5pp |
| Annual return | 2.67% | 23.07%-20.4pp | 63.41%-60.7pp | 53.51%-50.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,974 | $4,326-54.4% | $6,282-68.6% | $4,126-52.2% |
| Admin fee / account holder | $271 | $7,921-96.6% | $9,818-97.2% | $7,339-96.3% |