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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 | $52,900 | $58,828-10.1% | $78,002-32.2% | $62,881-15.9% |
| Participation rate | 76.9% | 71.1%+5.9pp | 75.5%+1.4pp | 69.3%+7.6pp |
| Annual return | 2.94% | 17.16%-14.2pp | 425.99%-423.0pp | 20.14%-17.2pp |
| Employer contribution / active EE | $960 | $1,672-42.6% | $2,470-61.1% | $2,281-57.9% |
| Participant deferral / active EE | $1,737 | $2,686-35.3% | $3,497-50.3% | $3,203-45.8% |
| Admin fee / account holder | $85 | $4,393-98.1% | $5,481-98.5% | $4,296-98.0% |