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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 | $72,445 | $85,766-15.5% | $136,297-46.8% | $70,124+3.3% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.4pp | 69.5%+9.9pp |
| Annual return | 12.89% | 31.45%-18.6pp | 5156.19%-5143.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,016 | $2,966-32.0% | $4,696-57.1% | $2,342-13.9% |
| Participant deferral / active EE | $3,223 | $5,051-36.2% | $6,247-48.4% | $3,332-3.3% |
| Admin fee / account holder | $281 | $5,420-94.8% | $9,244-97.0% | $4,645-94.0% |