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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 | $73,308 | $96,558-24.1% | $80,977-9.5% | $273,972-73.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.04% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $568 | $4,869-88.3% | $3,715-84.7% | $4,869-88.3% |
| Participant deferral / active EE | $3,533 | $6,598-46.4% | $5,696-38.0% | $5,287-33.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |