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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 | $106,749-61.2% | $145,433-71.5% | $82,448-49.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.19% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,842 | $3,444-17.5% | $4,554-37.6% | $2,551+11.4% |
| Participant deferral / active EE | $4,537 | $6,519-30.4% | $7,897-42.6% | $4,139+9.6% |
| Admin fee / account holder | $277 | $8,390-96.7% | $13,129-97.9% | $7,234-96.2% |