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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 | $58,694 | $211,224-72.2% | $178,505-67.1% | $145,897-59.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 4.09% | 30.28%-26.2pp | 27.16%-23.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $2,471 | $4,577-46.0% | $3,955-37.5% | $4,663-47.0% |
| Participant deferral / active EE | $4,897 | $6,966-29.7% | $6,280-22.0% | $6,689-26.8% |
| Admin fee / account holder | $238 | $12,109-98.0% | $10,428-97.7% | $13,390-98.2% |