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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 | $32,706 | $63,949-48.9% | $129,031-74.7% | $94,015-65.2% |
| Participation rate | 87.2% | 63.4%+23.7pp | 73.4%+13.8pp | 70.8%+16.4pp |
| Annual return | 11.33% | 17.56%-6.2pp | 34.67%-23.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,582 | $1,865-15.1% | $3,226-51.0% | $2,790-43.3% |
| Participant deferral / active EE | $1,582 | $3,686-57.1% | $5,217-69.7% | $4,249-62.8% |
| Admin fee / account holder | $298 | $5,523-94.6% | $13,208-97.7% | $8,951-96.7% |