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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 | $80,860 | $104,251-22.4% | $91,004-11.1% | $147,586-45.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 7.42% | 27.06%-19.6pp | 4.60%+2.8pp | 578.59%-571.2pp |
| Employer contribution / active EE | $1,150 | $3,116-63.1% | $2,456-53.2% | $4,876-76.4% |
| Participant deferral / active EE | $3,868 | $4,195-7.8% | $3,548+9.0% | $5,439-28.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |