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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 | $76,564-55.1% | $105,582-67.5% | $94,015-63.4% |
| Participation rate | 96.2% | 65.2%+31.0pp | 71.8%+24.4pp | 70.8%+25.3pp |
| Annual return | 7.84% | 20.69%-12.9pp | 18.61%-10.8pp | 17.84%-10.0pp |
| Employer contribution / active EE | $4,913 | $1,995+146.2% | $2,984+64.7% | $2,790+76.1% |
| Participant deferral / active EE | $1,715 | $3,320-48.3% | $4,353-60.6% | $4,249-59.6% |
| Admin fee / account holder | $118 | $7,129-98.3% | $12,856-99.1% | $8,951-98.7% |