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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 | $51,116 | $124,213-58.8% | $118,106-56.7% | $154,746-67.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 8.90% | 18.29%-9.4pp | 19.44%-10.5pp | 172.34%-163.4pp |
| Employer contribution / active EE | $3,524 | $4,905-28.2% | $4,698-25.0% | $4,379-19.5% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $118 | $9,627-98.8% | $8,973-98.7% | $14,365-99.2% |