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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 | $124,425-39.9% | $112,040-33.2% | $137,256-45.5% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 7.28% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,725 | $3,411-20.1% | $2,954-7.8% | $4,156-34.4% |
| Participant deferral / active EE | $4,384 | $5,718-23.3% | $5,098-14.0% | $6,407-31.6% |
| Admin fee / account holder | $63 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |