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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 | $37,156-56.6% | $83,854-80.7% | $86,983-81.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 59.1%+40.9pp | 69.5%+30.5pp |
| Annual return | 8.59% | 29.88%-21.3pp | 31.39%-22.8pp | 25.83%-17.2pp |
| Employer contribution / active EE | $3,478 | $661+426.3% | $1,017+241.9% | $2,584+34.6% |
| Participant deferral / active EE | $2,379 | $1,418+67.8% | $2,035+16.9% | $4,194-43.3% |
| Admin fee / account holder | $1 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |