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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 | $41,610 | $99,345-58.1% | $84,753-50.9% | $273,972-84.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.92% | 22.93%-21.0pp | 22.78%-20.9pp | 41.46%-39.5pp |
| Employer contribution / active EE | $2,362 | $4,214-43.9% | $3,574-33.9% | $4,869-51.5% |
| Participant deferral / active EE | $5,290 | $4,270+23.9% | $3,712+42.5% | $5,2870% |
| Admin fee / account holder | $101 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |