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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 | $78,828 | $105,929-25.6% | $81,716-3.5% | $158,966-50.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 3.17% | 38.19%-35.0pp | 29.49%-26.3pp | 302.95%-299.8pp |
| Employer contribution / active EE | $1,907 | $7,802-75.6% | $4,310-55.8% | $4,762-60.0% |
| Participant deferral / active EE | $7,814 | $13,007-39.9% | $7,108+9.9% | $5,983+30.6% |
| Admin fee / account holder | $256 | $8,492-97.0% | $5,159-95.0% | $11,250-97.7% |