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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 | $60,565 | $153,311-60.5% | $109,313-44.6% | $273,972-77.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.73% | 29.86%-29.1pp | 22.07%-21.3pp | 41.46%-40.7pp |
| Employer contribution / active EE | $3,800 | $5,619-32.4% | $3,892-2.4% | $4,869-22.0% |
| Participant deferral / active EE | $13,438 | $3,932+241.7% | $3,166+324.4% | $5,287+154.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |