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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 | $34,367 | $59,440-42.2% | $78,004-55.9% | $82,637-58.4% |
| Participation rate | 96.2% | 62.8%+33.3pp | 69.4%+26.7pp | 68.1%+28.1pp |
| Annual return | 7.84% | 40.24%-32.4pp | 31.07%-23.2pp | 53.51%-45.7pp |
| Employer contribution / active EE | $4,913 | $1,750+180.7% | $2,469+99.0% | $2,552+92.5% |
| Participant deferral / active EE | $1,715 | $3,138-45.3% | $4,092-58.1% | $4,126-58.4% |
| Admin fee / account holder | $118 | $5,504-97.9% | $7,578-98.4% | $7,339-98.4% |