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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 | $16,143 | $48,118-66.5% | $136,833-88.2% | $94,015-82.8% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 8.59% | 14.65%-6.1pp | 35.32%-26.7pp | 17.84%-9.3pp |
| Employer contribution / active EE | $3,478 | $821+323.8% | $1,319+163.8% | $2,790+24.7% |
| Participant deferral / active EE | $2,379 | $1,651+44.1% | $2,441-2.5% | $4,249-44.0% |
| Admin fee / account holder | $1 | $3,059-100.0% | $4,706-100.0% | $8,951-100.0% |