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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 | $74,811 | $81,358-8.0% | $155,556-51.9% | $80,959-7.6% |
| Participation rate | 70.4% | 66.3%+4.1pp | 78.2%-7.9pp | 67.7%+2.7pp |
| Annual return | 10.60% | 33.39%-22.8pp | 64.84%-54.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $885 | $3,106-71.5% | $4,675-81.1% | $2,757-67.9% |
| Participant deferral / active EE | $2,840 | $3,455-17.8% | $5,631-49.6% | $4,300-33.9% |
| Admin fee / account holder | $268 | $7,994-96.6% | $15,885-98.3% | $6,925-96.1% |