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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 | $59,014 | $41,377+42.6% | $109,313-46.0% | $62,881-6.1% |
| Participation rate | 95.0% | 57.5%+37.5pp | 71.3%+23.7pp | 69.3%+25.7pp |
| Annual return | 0.28% | 11.05%-10.8pp | 22.07%-21.8pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,618 | $1,276+26.8% | $3,892-58.4% | $2,281-29.0% |
| Participant deferral / active EE | $1,302 | $2,045-36.4% | $3,166-58.9% | $3,203-59.4% |
| Admin fee / account holder | $244 | $2,884-91.5% | $5,666-95.7% | $4,296-94.3% |