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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 | $31,067 | $48,364-35.8% | $71,796-56.7% | $62,881-50.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.59% | 13.16%-10.6pp | 78.04%-75.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $4,195 | $1,042+302.6% | $1,924+118.0% | $2,281+83.9% |
| Participant deferral / active EE | $3,521 | $2,091+68.4% | $2,794+26.0% | $3,203+9.9% |
| Admin fee / account holder | $102 | $3,771-97.3% | $4,815-97.9% | $4,296-97.6% |