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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 | $23,669 | $88,707-73.3% | $74,184-68.1% | $273,972-91.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 2.30% | 11.94%-9.6pp | 17.74%-15.4pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,276 | $3,159-27.9% | $2,370-4.0% | $4,869-53.2% |
| Participant deferral / active EE | $3,888 | $4,212-7.7% | $3,550+9.5% | $5,287-26.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |