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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 | $65,556 | $105,856-38.1% | $90,161-27.3% | $147,586-55.6% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 3.75% | 37.63%-33.9pp | 34.89%-31.1pp | 578.59%-574.8pp |
| Employer contribution / active EE | $1,844 | $4,126-55.3% | $3,318-44.4% | $4,876-62.2% |
| Participant deferral / active EE | $3,318 | $5,733-42.1% | $5,287-37.2% | $5,439-39.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |