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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 | $124,213-65.1% | $118,106-63.3% | $154,746-72.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 5.47% | 18.29%-12.8pp | 19.44%-14.0pp | 172.34%-166.9pp |
| Employer contribution / active EE | $3,295 | $4,905-32.8% | $4,698-29.9% | $4,379-24.8% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15 | $9,627-99.8% | $8,973-99.8% | $14,365-99.9% |