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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 | $91,064 | $52,580+73.2% | $71,671+27.1% | $70,126+29.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 10.13% | 20.25%-10.1pp | 20.65%-10.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $9,737 | $1,616+502.6% | $2,460+295.8% | $2,343+315.6% |
| Participant deferral / active EE | $8,566 | $2,386+259.0% | $3,438+149.2% | $3,332+157.1% |
| Admin fee / account holder | $146 | $3,653-96.0% | $5,558-97.4% | $4,645-96.9% |