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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 | $46,282 | $90,509-48.9% | $78,693-41.2% | $273,968-83.1% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 1.46% | 75.61%-74.1pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $524 | $3,175-83.5% | $2,850-81.6% | $4,869-89.2% |
| Participant deferral / active EE | $4,127 | $3,901+5.8% | $3,517+17.3% | $5,287-22.0% |
| Admin fee / account holder | $155 | $5,264-97.1% | $4,511-96.6% | $10,132-98.5% |