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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 | $23,653 | $81,504-71.0% | $102,437-76.9% | $80,959-70.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.94% | 25.60%-18.7pp | 24.95%-18.0pp | 35.67%-28.7pp |
| Employer contribution / active EE | $2,069 | $3,104-33.3% | $3,871-46.5% | $2,757-25.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $282 | $6,719-95.8% | $8,388-96.6% | $6,925-95.9% |