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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 | $26,885 | $78,826-65.9% | $91,004-70.5% | - |
| Participation rate | 100.0% | 75.7%+24.3pp | 75.6%+24.4pp | - |
| Annual return | 9.02% | 13.42%-4.4pp | 4.60%+4.4pp | - |
| Employer contribution / active EE | $3,636 | $2,032+79.0% | $2,456+48.1% | - |
| Participant deferral / active EE | $0 | $3,427-100.0% | $3,548-100.0% | - |
| Admin fee / account holder | $3 | $1,277-99.8% | $5,417-100.0% | - |