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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 | $80,491 | $93,064-13.5% | $74,577+7.9% | $273,972-70.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 1.76% | 26.18%-24.4pp | 20.47%-18.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $11,045 | $3,160+249.5% | $2,525+337.4% | $4,869+126.8% |
| Participant deferral / active EE | $16,302 | $4,160+291.8% | $3,458+371.4% | $5,287+208.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |