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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 | $68,879 | $135,956-49.3% | $123,894-44.4% | $273,972-74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.33% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.1pp |
| Employer contribution / active EE | $3,357 | $5,170-35.1% | $4,617-27.3% | $4,869-31.0% |
| Participant deferral / active EE | $8,520 | $6,343+34.3% | $5,984+42.4% | $5,287+61.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |