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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 | $43,336 | $92,798-53.3% | $96,707-55.2% | $137,256-68.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 5.47% | 31.24%-25.8pp | 34.78%-29.3pp | 220.34%-214.9pp |
| Employer contribution / active EE | $3,295 | $4,147-20.6% | $4,191-21.4% | $4,156-20.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15 | $7,946-99.8% | $7,503-99.8% | $12,270-99.9% |