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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 | $40,848 | $73,978-44.8% | $96,515-57.7% | $75,173-45.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.12% | 26.72%-23.6pp | 35.73%-32.6pp | 160.72%-157.6pp |
| Employer contribution / active EE | $5,862 | $2,931+100.0% | $3,740+56.8% | $2,671+119.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |