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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 | $103,469 | $124,425-16.8% | $112,040-7.6% | $137,256-24.6% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 7.78% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,313 | $3,411-32.2% | $2,954-21.7% | $4,156-44.3% |
| Participant deferral / active EE | $3,907 | $5,718-31.7% | $5,098-23.4% | $6,407-39.0% |
| Admin fee / account holder | $162 | $15,207-98.9% | $12,098-98.7% | $12,270-98.7% |