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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 | $49,737 | $58,493-15.0% | $84,023-40.8% | $72,976-31.8% |
| Participation rate | 84.8% | 61.2%+23.6pp | 69.0%+15.8pp | 69.5%+15.4pp |
| Annual return | 16.25% | 28.93%-12.7pp | 71.32%-55.1pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,066 | $1,163-8.3% | $1,984-46.3% | $2,440-56.3% |
| Participant deferral / active EE | $2,216 | $2,394-7.4% | $3,239-31.6% | $3,608-38.6% |
| Admin fee / account holder | $5 | $4,569-99.9% | $6,102-99.9% | $5,124-99.9% |