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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 | $20,161 | $64,462-68.7% | $81,482-75.3% | $80,911-75.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.05% | 16.35%-6.3pp | 24.79%-14.7pp | 35.63%-25.6pp |
| Employer contribution / active EE | $3,054 | $1,979+54.3% | $2,463+24.0% | $2,756+10.8% |
| Participant deferral / active EE | $2,664 | $3,094-13.9% | $3,885-31.4% | $4,297-38.0% |
| Admin fee / account holder | $221 | $5,678-96.1% | $5,761-96.2% | $6,935-96.8% |