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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 | $40,045 | $106,247-62.3% | $96,515-58.5% | $139,466-71.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.19% | 38.47%-35.3pp | 35.73%-32.5pp | 373.66%-370.5pp |
| Employer contribution / active EE | $946 | $4,106-77.0% | $3,740-74.7% | $4,754-80.1% |
| Participant deferral / active EE | $4,783 | $5,456-12.3% | $4,880-2.0% | $6,712-28.7% |
| Admin fee / account holder | $57 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |