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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 | $20,959 | $78,690-73.4% | $161,489-87.0% | $87,485-76.0% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 11.42% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | $929 | $2,588-64.1% | $4,268-78.2% | $2,596-64.2% |
| Participant deferral / active EE | $2,756 | $3,311-16.8% | $5,630-51.0% | $4,274-35.5% |
| Admin fee / account holder | $166 | $6,724-97.5% | $16,006-99.0% | $7,775-97.9% |