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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 | $114,230 | $153,769-25.7% | $133,975-14.7% | $273,972-58.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.72% | 36.51%-34.8pp | 29.29%-27.6pp | 41.46%-39.7pp |
| Employer contribution / active EE | $9,014 | $6,029+49.5% | $5,211+73.0% | $4,869+85.1% |
| Participant deferral / active EE | $9,086 | $6,958+30.6% | $6,282+44.6% | $5,287+71.8% |
| Admin fee / account holder | $237 | $11,765-98.0% | $9,324-97.5% | $10,133-97.7% |