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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 | $87,373 | $88,583-1.4% | $88,497-1.3% | $273,972-68.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 0.39% | 5.68%-5.3pp | 7.63%-7.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,171 | $4,502-74.0% | $4,036-71.0% | $4,869-76.0% |
| Participant deferral / active EE | $7,200 | $4,891+47.2% | $4,899+47.0% | $5,287+36.2% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |