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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 | $67,758 | $78,423-13.6% | $95,964-29.4% | $79,856-15.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.87% | 19.37%-10.5pp | 91.64%-82.8pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,249 | $1,945+15.6% | $2,541-11.5% | $2,471-9.0% |
| Participant deferral / active EE | $2,691 | $3,440-21.8% | $4,167-35.4% | $3,741-28.1% |
| Admin fee / account holder | $20 | $5,622-99.7% | $6,797-99.7% | $5,306-99.6% |