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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 | $21,958 | $63,365-65.3% | $91,994-76.1% | $72,976-69.9% |
| Participation rate | 76.4% | 72.5%+3.9pp | 78.6%-2.2pp | 69.5%+6.9pp |
| Annual return | 19.17% | 35.35%-16.2pp | 69.04%-49.9pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,180 | $2,116-44.2% | $3,453-65.8% | $2,440-51.6% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12 | $4,670-99.7% | $7,744-99.8% | $5,124-99.8% |