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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 | $53,588 | $87,834-39.0% | $133,975-60.0% | $62,881-14.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.64% | 12.05%-9.4pp | 29.29%-26.7pp | 20.14%-17.5pp |
| Employer contribution / active EE | $3,029 | $3,482-13.0% | $5,211-41.9% | $2,281+32.8% |
| Participant deferral / active EE | $2,973 | $4,812-38.2% | $6,282-52.7% | $3,203-7.2% |
| Admin fee / account holder | $259 | $5,372-95.2% | $9,324-97.2% | $4,296-94.0% |