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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 | $47,332 | $46,877+1.0% | $122,354-61.3% | $70,124-32.5% |
| Participation rate | 70.0% | 58.2%+11.8pp | 71.6%-1.6pp | 69.5%+0.5pp |
| Annual return | 10.63% | 24.22%-13.6pp | 30.28%-19.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,181 | $1,288-8.3% | $4,051-70.8% | $2,342-49.6% |
| Participant deferral / active EE | $1,765 | $2,167-18.6% | $3,287-46.3% | $3,332-47.0% |
| Admin fee / account holder | $259 | $3,324-92.2% | $5,479-95.3% | $4,645-94.4% |