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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 | $58,247 | $99,345-41.4% | $84,753-31.3% | $273,972-78.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 2.04% | 22.93%-20.9pp | 22.78%-20.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $2,778 | $4,214-34.1% | $3,574-22.3% | $4,869-42.9% |
| Participant deferral / active EE | $5,691 | $4,270+33.3% | $3,712+53.3% | $5,287+7.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |