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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 | $10,913 | $39,132-72.1% | $57,196-80.9% | $62,881-82.6% |
| Participation rate | 95.1% | 70.5%+24.6pp | 75.3%+19.8pp | 69.3%+25.8pp |
| Annual return | 1.00% | 9.24%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $2,449 | $1,874+30.7% | $2,683-8.7% | $2,281+7.4% |
| Participant deferral / active EE | $1,416 | $2,374-40.3% | $3,096-54.3% | $3,203-55.8% |
| Admin fee / account holder | $173 | $2,594-93.3% | $3,141-94.5% | $4,296-96.0% |