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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 | $41,427 | $106,524-61.1% | $152,301-72.8% | $87,485-52.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.19% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,842 | $3,371-15.7% | $4,624-38.5% | $2,596+9.5% |
| Participant deferral / active EE | $4,537 | $6,525-30.5% | $8,004-43.3% | $4,274+6.2% |
| Admin fee / account holder | $277 | $8,287-96.7% | $14,398-98.1% | $7,775-96.4% |