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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 | $81,233-7.9% | $155,567-51.9% | $80,874-7.5% |
| Participation rate | 70.4% | 66.2%+4.1pp | 78.2%-7.8pp | 67.6%+2.7pp |
| Annual return | 10.60% | 33.33%-22.7pp | 64.74%-54.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $885 | $3,101-71.5% | $4,674-81.1% | $2,756-67.9% |
| Participant deferral / active EE | $2,840 | $3,452-17.7% | $5,628-49.5% | $4,297-33.9% |
| Admin fee / account holder | $268 | $7,998-96.6% | $15,916-98.3% | $6,935-96.1% |