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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 | $58,240 | $78,425-25.7% | $95,956-39.3% | $79,858-27.1% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 9.80% | 19.37%-9.6pp | 91.63%-81.8pp | 31.72%-21.9pp |
| Employer contribution / active EE | $1,856 | $1,945-4.6% | $2,541-26.9% | $2,471-24.9% |
| Participant deferral / active EE | $2,923 | $3,440-15.0% | $4,167-29.8% | $3,740-21.8% |
| Admin fee / account holder | $156 | $5,622-97.2% | $6,797-97.7% | $5,306-97.1% |