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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 | $97,550-38.8% | $120,344-50.4% | $87,485-31.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 1.56% | 18.41%-16.9pp | 20.30%-18.7pp | 26.06%-24.5pp |
| Employer contribution / active EE | $3,125 | $2,291+36.4% | $3,020+3.5% | $2,596+20.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $44 | $9,543-99.5% | $12,742-99.7% | $7,775-99.4% |