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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 | $61,293 | $88,707-30.9% | $74,184-17.4% | $273,972-77.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.19% | 11.94%-11.8pp | 17.74%-17.5pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,442 | $3,159-22.7% | $2,370+3.0% | $4,869-49.8% |
| Participant deferral / active EE | $4,132 | $4,212-1.9% | $3,550+16.4% | $5,287-21.9% |
| Admin fee / account holder | $62 | $8,717-99.3% | $5,586-98.9% | $10,133-99.4% |