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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 | $47,729 | $106,864-55.3% | $147,318-67.6% | $82,637-42.2% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.1%+2.6pp | 68.1%+16.6pp |
| Annual return | 7.77% | 27.49%-19.7pp | 70.43%-62.7pp | 53.51%-45.7pp |
| Employer contribution / active EE | $1,761 | $3,417-48.5% | $4,593-61.7% | $2,552-31.0% |
| Participant deferral / active EE | $4,522 | $6,496-30.4% | $7,906-42.8% | $4,126+9.6% |
| Admin fee / account holder | $209 | $8,415-97.5% | $13,708-98.5% | $7,339-97.2% |