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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 | $28,708 | $80,983-64.6% | $96,544-70.3% | $75,177-61.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 6.21% | 27.05%-20.8pp | 25.88%-19.7pp | 160.75%-154.5pp |
| Employer contribution / active EE | $3,074 | $2,282+34.7% | $2,966+3.6% | $2,671+15.1% |
| Participant deferral / active EE | $3,651 | $3,929-7.1% | $4,851-24.7% | $4,126-11.5% |
| Admin fee / account holder | $177 | $6,717-97.4% | $8,254-97.9% | $5,651-96.9% |