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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 | $57,917 | $77,638-25.4% | $156,551-63.0% | $62,881-7.9% |
| Participation rate | 71.2% | 71.2%0pp | 84.0%-12.9pp | 69.3%+1.8pp |
| Annual return | 0.48% | 50.33%-49.8pp | 32.23%-31.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $1,390 | $3,444-59.6% | $5,501-74.7% | $2,281-39.1% |
| Participant deferral / active EE | $2,727 | $3,046-10.5% | $4,871-44.0% | $3,203-14.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |