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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 | $50,083 | $153,769-67.4% | $133,975-62.6% | $273,972-81.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.13% | 36.51%-36.4pp | 29.29%-29.2pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,927 | $6,029-51.5% | $5,211-43.8% | $4,869-39.9% |
| Participant deferral / active EE | $10,905 | $6,958+56.7% | $6,282+73.6% | $5,287+106.2% |
| Admin fee / account holder | $45 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |