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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 | $56,948 | $110,240-48.3% | $96,544-41.0% | $139,487-59.2% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 7.53% | 26.41%-18.9pp | 25.88%-18.4pp | 373.84%-366.3pp |
| Employer contribution / active EE | $2,432 | $3,622-32.9% | $2,966-18.0% | $4,755-48.8% |
| Participant deferral / active EE | $4,948 | $5,549-10.8% | $4,851+2.0% | $6,713-26.3% |
| Admin fee / account holder | $236 | $11,602-98.0% | $8,254-97.1% | $11,407-97.9% |