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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 | $57,140-48.0% | $85,240-65.1% | $80,959-63.3% |
| Participation rate | 90.3% | 56.4%+33.9pp | 67.5%+22.8pp | 67.7%+22.7pp |
| Annual return | 9.08% | 21.71%-12.6pp | 66.75%-57.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,149 | $3,115+1.1% | $4,527-30.4% | $4,300-26.8% |
| Admin fee / account holder | $250 | $4,992-95.0% | $6,165-95.9% | $6,925-96.4% |