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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 | $59,404 | $124,330-52.2% | $109,173-45.6% | $167,536-64.5% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 8.00% | 26.04%-18.0pp | 25.75%-17.8pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,868 | $4,209-55.6% | $3,723-49.8% | $4,839-61.4% |
| Participant deferral / active EE | $1,890 | $5,256-64.1% | $4,654-59.4% | $6,342-70.2% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |