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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 | $63,432 | $135,956-53.3% | $123,894-48.8% | $273,972-76.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.12% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,373 | $5,170-73.4% | $4,617-70.3% | $4,869-71.8% |
| Participant deferral / active EE | $4,103 | $6,343-35.3% | $5,984-31.4% | $5,287-22.4% |
| Admin fee / account holder | $260 | $9,817-97.4% | $8,357-96.9% | $10,133-97.4% |