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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 | $25,176 | $47,848-47.4% | $81,473-69.1% | $70,126-64.1% |
| Participation rate | 84.0% | 58.3%+25.7pp | 68.0%+16.0pp | 69.5%+14.5pp |
| Annual return | 12.55% | 27.25%-14.7pp | 38.78%-26.2pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,287 | $2,453-47.5% | $3,537-63.6% | $3,332-61.4% |
| Admin fee / account holder | $215 | $3,145-93.2% | $4,561-95.3% | $4,645-95.4% |