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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 | $77,814-73.1% | $158,223-86.8% | $86,983-75.9% |
| Participation rate | 85.7% | 68.4%+17.3pp | 79.2%+6.5pp | 69.5%+16.2pp |
| Annual return | 11.42% | 30.54%-19.1pp | 52.09%-40.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $929 | $2,592-64.2% | $4,109-77.4% | $2,584-64.1% |
| Participant deferral / active EE | $2,756 | $3,270-15.7% | $5,467-49.6% | $4,194-34.3% |
| Admin fee / account holder | $166 | $5,879-97.2% | $16,047-99.0% | $7,856-97.9% |