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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 | $29,725 | $57,057-47.9% | $85,009-65.0% | $80,874-63.2% |
| Participation rate | 90.3% | 56.4%+34.0pp | 67.5%+22.8pp | 67.6%+22.7pp |
| Annual return | 9.08% | 21.66%-12.6pp | 66.47%-57.4pp | 35.62%-26.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,149 | $3,112+1.2% | $4,522-30.4% | $4,297-26.7% |
| Admin fee / account holder | $250 | $4,986-95.0% | $6,153-95.9% | $6,935-96.4% |