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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 | $41,427 | $106,864-61.2% | $147,318-71.9% | $82,637-49.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.19% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $2,842 | $3,417-16.8% | $4,593-38.1% | $2,552+11.4% |
| Participant deferral / active EE | $4,537 | $6,496-30.2% | $7,906-42.6% | $4,126+10.0% |
| Admin fee / account holder | $277 | $8,415-96.7% | $13,708-98.0% | $7,339-96.2% |