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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 | $39,456 | $71,208-44.6% | $93,681-57.9% | $80,911-51.2% |
| Participation rate | 74.4% | 60.4%+14.0pp | 68.7%+5.7pp | 67.6%+6.8pp |
| Annual return | 8.53% | 11.27%-2.7pp | 133.47%-124.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $1,472 | $1,564-5.9% | $2,422-39.2% | $2,756-46.6% |
| Participant deferral / active EE | $2,812 | $4,035-30.3% | $4,415-36.3% | $4,297-34.6% |
| Admin fee / account holder | $176 | $6,951-97.5% | $8,290-97.9% | $6,935-97.5% |