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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 | $74,833 | $136,860-45.3% | $120,344-37.8% | $154,746-51.6% |
| Participation rate | 76.9% | 79.9%-3.0pp | 76.7%+0.2pp | 80.7%-3.8pp |
| Annual return | 7.28% | 21.38%-14.1pp | 20.30%-13.0pp | 172.34%-165.1pp |
| Employer contribution / active EE | $2,725 | $3,533-22.9% | $3,020-9.8% | $4,379-37.8% |
| Participant deferral / active EE | $4,384 | $5,793-24.3% | $5,135-14.6% | $6,730-34.9% |
| Admin fee / account holder | $63 | $15,393-99.6% | $12,742-99.5% | $14,365-99.6% |