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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 | $64,077 | $87,166-26.5% | $76,735-16.5% | $137,256-53.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.57% | 26.50%-16.9pp | 29.77%-20.2pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,937 | $2,904+1.1% | $2,454+19.7% | $4,156-29.3% |
| Participant deferral / active EE | $4,373 | $4,726-7.5% | $4,088+7.0% | $6,407-31.7% |
| Admin fee / account holder | $71 | $8,403-99.2% | $7,189-99.0% | $12,270-99.4% |