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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 | $134,679 | $136,307-1.2% | $106,619+26.3% | $273,972-50.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 78.0%-3.0pp | 83.0%-8.0pp |
| Annual return | 1.18% | 11.05%-9.9pp | 9.42%-8.2pp | 41.46%-40.3pp |
| Employer contribution / active EE | $2,645 | $5,190-49.0% | $3,947-33.0% | $4,869-45.7% |
| Participant deferral / active EE | $7,828 | $4,969+57.5% | $3,930+99.2% | $5,287+48.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |