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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 | $69,444-50.5% | $92,985-63.0% | $87,485-60.7% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.7pp | 68.9%+27.2pp |
| Annual return | 7.84% | 23.85%-16.0pp | 27.99%-20.2pp | 26.06%-18.2pp |
| Employer contribution / active EE | $4,913 | $1,917+156.3% | $2,662+84.6% | $2,596+89.2% |
| Participant deferral / active EE | $1,715 | $3,364-49.0% | $4,377-60.8% | $4,274-59.9% |
| Admin fee / account holder | $118 | $6,137-98.1% | $9,463-98.8% | $7,775-98.5% |