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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 | $126,661-18.3% | $113,397-8.8% | $138,895-25.5% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 7.78% | 25.05%-17.3pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $2,313 | $3,456-33.1% | $2,977-22.3% | $4,194-44.8% |
| Participant deferral / active EE | $3,907 | $5,693-31.4% | $5,076-23.0% | $6,396-38.9% |
| Admin fee / account holder | $162 | $14,549-98.9% | $11,957-98.6% | $12,562-98.7% |