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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 | $58,057-43.7% | $97,032-66.3% | $86,983-62.4% |
| Participation rate | 87.2% | 60.4%+26.8pp | 71.6%+15.6pp | 69.5%+17.6pp |
| Annual return | 11.33% | 22.26%-10.9pp | 35.38%-24.0pp | 25.83%-14.5pp |
| Employer contribution / active EE | $1,582 | $1,663-4.9% | $2,629-39.8% | $2,584-38.8% |
| Participant deferral / active EE | $1,582 | $3,244-51.2% | $4,672-66.1% | $4,194-62.3% |
| Admin fee / account holder | $298 | $4,839-93.8% | $9,418-96.8% | $7,856-96.2% |