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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 | $20,762 | $57,057-63.6% | $85,009-75.6% | $80,874-74.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 1.72% | 21.66%-19.9pp | 66.47%-64.8pp | 35.62%-33.9pp |
| Employer contribution / active EE | $2,483 | $1,799+38.0% | $2,728-9.0% | $2,756-9.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |