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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 | $51,323 | $56,287-8.8% | $80,977-36.6% | $62,881-18.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.05% | 22.13%-17.1pp | 17.11%-12.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,708 | $1,943+39.4% | $3,715-27.1% | $2,281+18.7% |
| Participant deferral / active EE | $4,894 | $4,196+16.6% | $5,696-14.1% | $3,203+52.8% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |