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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 | $37,870 | $94,749-60.0% | $112,899-66.5% | $139,466-72.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 3.93% | 40.92%-37.0pp | 34.11%-30.2pp | 373.66%-369.7pp |
| Employer contribution / active EE | $3,869 | $4,630-16.4% | $4,566-15.3% | $4,754-18.6% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $26 | $8,530-99.7% | $7,047-99.6% | $11,409-99.8% |