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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 | $62,228 | $112,729-44.8% | $98,716-37.0% | $137,256-54.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 3.26% | 38.48%-35.2pp | 31.81%-28.5pp | 220.34%-217.1pp |
| Employer contribution / active EE | $2,304 | $2,725-15.5% | $2,279+1.1% | $4,156-44.6% |
| Participant deferral / active EE | $5,760 | $4,640+24.1% | $4,048+42.3% | $6,407-10.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |