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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 | $18,902 | $52,580-64.1% | $71,671-73.6% | $70,126-73.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 7.89% | 20.25%-12.4pp | 20.65%-12.8pp | 73.15%-65.3pp |
| Employer contribution / active EE | $4,598 | $1,616+184.6% | $2,460+86.9% | $2,343+96.3% |
| Participant deferral / active EE | $1,255 | $2,386-47.4% | $3,438-63.5% | $3,332-62.3% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |