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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 | $32,614 | $49,255-33.8% | $70,494-53.7% | $79,856-59.2% |
| Participation rate | 97.5% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.9pp |
| Annual return | 3.67% | 30.10%-26.4pp | 109.16%-105.5pp | 31.71%-28.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,909 | $2,768+77.3% | $3,711+32.3% | $3,741+31.2% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |