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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 | $51,652 | $152,460-66.1% | $118,746-56.5% | $147,586-65.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 6.22% | 17.41%-11.2pp | 24.54%-18.3pp | 578.59%-572.4pp |
| Employer contribution / active EE | $2,309 | $5,046-54.2% | $4,193-44.9% | $4,876-52.6% |
| Participant deferral / active EE | $6,118 | $6,212-1.5% | $5,332+14.7% | $5,439+12.5% |
| Admin fee / account holder | $127 | $16,953-99.2% | $10,720-98.8% | $10,886-98.8% |