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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 | $59,739 | $104,098-42.6% | $140,514-57.5% | $94,015-36.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 1.56% | 15.14%-13.6pp | 14.36%-12.8pp | 17.84%-16.3pp |
| Employer contribution / active EE | $3,125 | $2,388+30.9% | $3,378-7.5% | $2,790+12.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $44 | $10,439-99.6% | $13,697-99.7% | $8,951-99.5% |