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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 | $26,774 | $52,580-49.1% | $71,671-62.6% | $70,126-61.8% |
| Participation rate | 91.6% | 60.9%+30.7pp | 68.7%+22.8pp | 69.5%+22.0pp |
| Annual return | 7.03% | 20.25%-13.2pp | 20.65%-13.6pp | 73.15%-66.1pp |
| Employer contribution / active EE | $1,231 | $1,616-23.8% | $2,460-50.0% | $2,343-47.5% |
| Participant deferral / active EE | $1,134 | $2,386-52.5% | $3,438-67.0% | $3,332-66.0% |
| Admin fee / account holder | $252 | $3,653-93.1% | $5,558-95.5% | $4,645-94.6% |