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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 | $63,758 | $78,425-18.7% | $95,956-33.6% | $79,858-20.2% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 8.32% | 19.37%-11.1pp | 91.63%-83.3pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,564 | $1,945-19.6% | $2,541-38.4% | $2,471-36.7% |
| Participant deferral / active EE | $4,459 | $3,440+29.6% | $4,167+7.0% | $3,740+19.2% |
| Admin fee / account holder | $226 | $5,622-96.0% | $6,797-96.7% | $5,306-95.7% |