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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 | $12,325 | $64,920-81.0% | $103,693-88.1% | $86,983-85.8% |
| Participation rate | 96.6% | 63.6%+33.0pp | 72.6%+23.9pp | 69.5%+27.0pp |
| Annual return | 3.63% | 30.29%-26.7pp | 47.61%-44.0pp | 25.83%-22.2pp |
| Employer contribution / active EE | $430 | $2,141-79.9% | $2,920-85.3% | $2,584-83.3% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $59 | $6,191-99.0% | $7,858-99.2% | $7,856-99.2% |