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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 | $158,040 | $87,166+81.3% | $76,735+106.0% | $137,256+15.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 9.90% | 26.50%-16.6pp | 29.77%-19.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,000 | $4,726+48.1% | $4,088+71.2% | $6,407+9.3% |
| Admin fee / account holder | $277 | $8,403-96.7% | $7,189-96.1% | $12,270-97.7% |