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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 | $44,501 | $45,050-1.2% | $63,018-29.4% | $70,126-36.5% |
| Participation rate | 96.2% | 69.5%+26.6pp | 74.8%+21.4pp | 69.5%+26.6pp |
| Annual return | 4.96% | 18.76%-13.8pp | 87.62%-82.7pp | 73.15%-68.2pp |
| Employer contribution / active EE | $670 | $2,052-67.4% | $2,761-75.7% | $2,343-71.4% |
| Participant deferral / active EE | $2,818 | $2,466+14.3% | $3,330-15.4% | $3,332-15.4% |
| Admin fee / account holder | $205 | $2,834-92.8% | $3,601-94.3% | $4,645-95.6% |