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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 | $70,776 | $70,475+0.4% | $100,525-29.6% | $79,860-11.4% |
| Participation rate | 90.6% | 73.7%+17.0pp | 79.4%+11.2pp | 69.6%+21.0pp |
| Annual return | 5.57% | 21.90%-16.3pp | 30.89%-25.3pp | 31.72%-26.1pp |
| Employer contribution / active EE | $2,087 | $2,165-3.6% | $3,418-38.9% | $2,471-15.5% |
| Participant deferral / active EE | $4,064 | $5,181-21.6% | $6,270-35.2% | $3,740+8.7% |
| Admin fee / account holder | $35 | $4,478-99.2% | $8,082-99.6% | $5,306-99.3% |