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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 | $29,746 | $208,088-85.7% | $186,193-84.0% | $154,746-80.8% |
| Participation rate | 72.7% | 80.0%-7.3pp | 77.1%-4.4pp | 80.7%-8.0pp |
| Annual return | 2.07% | 89.97%-87.9pp | 78.03%-76.0pp | 172.34%-170.3pp |
| Employer contribution / active EE | $1,534 | $4,340-64.7% | $3,918-60.9% | $4,379-65.0% |
| Participant deferral / active EE | $2,358 | $7,078-66.7% | $6,513-63.8% | $6,730-65.0% |
| Admin fee / account holder | $52 | $11,698-99.6% | $11,058-99.5% | $14,365-99.6% |