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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 | $27,360 | $48,078-43.1% | $78,676-65.2% | $62,881-56.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.48% | 31.36%-27.9pp | 62.19%-58.7pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,984 | $2,015-1.5% | $2,850-30.4% | $2,281-13.0% |
| Participant deferral / active EE | $1,091 | $2,587-57.8% | $3,517-69.0% | $3,203-66.0% |
| Admin fee / account holder | $271 | $3,206-91.5% | $4,510-94.0% | $4,296-93.7% |