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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 | $60,442-45.9% | $96,754-66.2% | $87,485-62.6% |
| Participation rate | 87.2% | 58.7%+28.5pp | 70.3%+16.9pp | 68.9%+18.2pp |
| Annual return | 11.33% | 21.97%-10.6pp | 82.04%-70.7pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,582 | $1,691-6.4% | $2,679-40.9% | $2,596-39.1% |
| Participant deferral / active EE | $1,582 | $3,280-51.8% | $4,758-66.7% | $4,274-63.0% |
| Admin fee / account holder | $298 | $5,069-94.1% | $8,905-96.7% | $7,775-96.2% |