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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 | $23,850 | $72,273-67.0% | $101,275-76.4% | $79,856-70.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.36% | 22.30%-18.9pp | 46.48%-43.1pp | 31.71%-28.4pp |
| Employer contribution / active EE | $16,129 | $2,691+499.3% | $3,660+340.7% | $2,471+552.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $111 | $4,401-97.5% | $5,948-98.1% | $5,306-97.9% |