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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 | $77,018 | $106,864-27.9% | $147,318-47.7% | $82,637-6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.41% | 27.49%-14.1pp | 70.43%-57.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,212 | $3,417-64.5% | $4,593-73.6% | $2,552-52.5% |
| Participant deferral / active EE | $2,697 | $6,496-58.5% | $7,906-65.9% | $4,126-34.6% |
| Admin fee / account holder | $10 | $8,415-99.9% | $13,708-99.9% | $7,339-99.9% |