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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 | $177,037 | $106,524+66.2% | $152,301+16.2% | $87,485+102.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 13.44% | 26.89%-13.4pp | 80.50%-67.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,563 | $3,371-53.6% | $4,624-66.2% | $2,596-39.8% |
| Participant deferral / active EE | $6,475 | $6,525-0.8% | $8,004-19.1% | $4,274+51.5% |
| Admin fee / account holder | $154 | $8,287-98.1% | $14,398-98.9% | $7,775-98.0% |