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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 | $66,817 | $115,903-42.4% | $100,528-33.5% | $158,966-58.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 1.93% | 34.80%-32.9pp | 30.90%-29.0pp | 302.95%-301.0pp |
| Employer contribution / active EE | $3,221 | $4,105-21.5% | $3,419-5.8% | $4,762-32.4% |
| Participant deferral / active EE | $9,320 | $6,677+39.6% | $6,271+48.6% | $5,983+55.8% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |