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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 | $66,576 | $135,956-51.0% | $123,894-46.3% | $273,972-75.7% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 2.93% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,505 | $5,170-70.9% | $4,617-67.4% | $4,869-69.1% |
| Participant deferral / active EE | $3,019 | $6,343-52.4% | $5,984-49.6% | $5,287-42.9% |
| Admin fee / account holder | $146 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |