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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 | $29,637 | $124,425-76.2% | $112,040-73.5% | $137,256-78.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.32% | 24.72%-20.4pp | 24.52%-20.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $10,270 | $3,411+201.0% | $2,954+247.7% | $4,156+147.1% |
| Participant deferral / active EE | $2,365 | $5,718-58.6% | $5,098-53.6% | $6,407-63.1% |
| Admin fee / account holder | $166 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |