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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 | $51,098 | $135,956-62.4% | $123,894-58.8% | $273,972-81.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.48% | 56.63%-53.2pp | 47.52%-44.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,279 | $5,170-55.9% | $4,617-50.6% | $4,869-53.2% |
| Participant deferral / active EE | $4,505 | $6,343-29.0% | $5,984-24.7% | $5,287-14.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |